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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: 2023-01-01

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As of June 02, 2023 portfolio is 128.7 (+0.06%)
PerformanceDecember 31, 2020
(Inception)
Last
(June 02, 2023)
Last Change
(June 02, 2023)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100128.7+0.07+0.06%+28.7%+31.25%
S&P5003756.074282.37+61.35+1.45%+14.01%+11.53%

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 31.25% 25.98%
S&P500 11.53% 4.4% 11.9% 9.37% 10.07% 7.86%

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