Model Portfolios by Type

Overview

Value Strategies (Long)

Buffett-Munger Screener top 25Top 25 Undervalued Predictable CompaniesTop 25 Overvalued Predictable CompaniesTop 25 52-week Low Predictable CompaniesTop 25 Historical Low P/S Ratio CompaniesTop 25 Historical Low P/B Ratio CompaniesHigh Quality Low CAPEX Companies USHigh Quality Low CAPEX Companies China

GF Score Strategies

GF Score <= 100 Top 25 CompaniesGF Score <= 90 Top 25 CompaniesGF Score <= 80 Top 25 CompaniesGF Score <= 70 Top 25 CompaniesGF Score <= 60 Top 25 Companies (Screener)

Guru Strategies

Most Broadly Held PortfolioMost Weighted PortfolioConsensus Picks PortfolioGuru 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?

GF Score <= 60 Top 25 Companies

These are the GF Score <= 60 Top 25 Companies, which have bad future performance potential. The companies in this model portfolio are non-OTC stocks traded in US, and each has GF score between 51 and 60. 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: 2025-01-01

The details of this portfolio is for Premium Member only, please take a FREE TRIAL

As of December 19, 2025 portfolio is 140.1 (-0.29%)
PerformanceApril 28, 2022
(Inception)		Last
(December 19, 2025)		Last Change
(December 19, 2025) 		% Change
Since Inception		% Change
Since Last Rebalance
Portfolio100140.1-0.41-0.29%+40.1%+31.01%
S&P5004287.506834.50+59.74+0.88%+59.41%+16.2%

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 31.01% 29.34% 18.81%
S&P500 16.2% 16.49% 21.38% 12.99% 12.95% 11.94%

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