Model Portfolios by Type

Overview

Value Strategies (Long)

Buffett-Munger Screener top 25Top 25 Undervalued Predictable CompaniesTop 25 Overvalued Predictable CompaniesTop 25 Historical Low P/S Ratio CompaniesTop 25 Historical Low P/B Ratio Companies

Guru Strategies

Most Broadly Held PortfolioMost Weighted PortfolioConsensus Picks Portfolio (Screener)Guru Bargains Portfolio

Insider Strategies (Long)

Top 25 CEO BuysTop 25 CFO BuysTop 25 Insider Cluster Buys

Insider Strategies (Short)

Top 25 CEO SalesTop 25 CFO SalesTop 25 Insider Cluster Sales

Related Articles:

  1. New Model Portfolios: Insider Buys and Sells -Jan. 05, 2011
  2. New Model Portfolios: Overvalued Stocks - Jan. 04, 2011
  3. All Model Portfolios Have Been Rebalanced - Jan. 02, 2011
  4. Undervalued Predictable Portfolio Up 20.4%; All Positions Gained - Dec. 23, 2010
  5. New Model Portfolios: Historical Low P/S Ratios and Historical Low P/B Ratios - Jan. 05, 2010
  6. Model Portfolios Performance Review: How should you follow the Gurus?

Consensus Picks Portfolio

These are the top 25 consensus picks of the Gurus during the most recent quarter. The rank is based on the number of the gurus who bought the stock. All other things being equal, the stocks that the gurus bought in higher concentrations (percentage of portfolio) are ranked higher. The portfolio is updated every 12 months. The current list of stocks that meet this criteria can be found here

For questions about how the Model Portfolios were constructed, please see the articles listed on the left side of the menu.

Guru Strategies:

All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.

Last Portfolio Rebalance: 2020-01-02

As of January 24, 2020 portfolio is 205.14 (+0.31%)
PerformanceMay 23, 2006
(Inception)		Last
(January 24, 2020)		Last Change
(January 24, 2020) 		% Change
Since Inception		% Change
Since Last Rebalance
Portfolio100.24205.14+0.63+0.31%+104.65%+1.16%
S&P5001256.573295.47-30.07-0.9%+162.26%+2%

Annualized Performance

The following are the average annualized total return over certain years. For YTD, the figure is not annualized and it represents the cumulative total return.
Portfolio/IndexYTD1 Year3 Years5 Years10 Years
Portfolio 1.16% 26.7% 7.78% 4.81% 8.29%
S&P500 2% 24.72% 13.3% 9.93% 11.68%

You need to log in to see the details of this portfolio

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
/* */