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High Quality Low CAPEX Companies US

Top 20 High Quality & Low CAPEX US companies screened from here. These companies are of high quality and belong to low Capex industries.

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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

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As of July 18, 2025 portfolio is 212.61 (-0.21%)
PerformanceDecember 31, 2020
(Inception)
Last
(July 18, 2025)
Last Change
(July 18, 2025)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100212.61-0.44-0.21%+112.61%+15.76%
S&P5003756.076296.79-0.57-0.01%+67.64%+7.06%

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 15.76% 14.15% 27.46%
S&P500 7.06% 13.57% 16.95% 14.31% 11.46% 12.54%

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