High Quality Low CAPEX Companies US
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Top 20 High Quality & Low CAPEX US companies screened from
here. These companies are of high quality and belong to low Capex industries.
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: 2022-01-01
| As of July 01, 2022 portfolio is 98.58 (+1.24%) |
| Performance | December 31, 2020
(Inception) | Last
(July 01, 2022) | Last Change
(July 01, 2022) | % Change
Since Inception | % Change
Since Last Rebalance |
|---|
| Portfolio | 100 | 98.58 | +1.21 | +1.24% | -1.42% | -29.31% |
| S&P500 | 3756.07 | 3825.33 | +39.95 | +1.06% | +1.84% | -19.74% |
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/Index | YTD | 1 Year | 3 Years | 5 Years | 10 Years |
|---|
| Portfolio |
-29.31% |
-16.66% |
|
|
|
| S&P500 |
-19.74% |
-11.45% |
8.86% |
9.55% |
10.78% |
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