Most Broadly Held Portfolio

These are the most broadly held 25 stocks in Gurus' holdings. The rank is based on the number of the gurus who hold the stock. All other things being equal, the stocks that the gurus hold 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: 2018-01-01

As of September 21, 2018 portfolio is 312.88 (-0.03%)
PerformanceDecember 30, 2005
(Inception)
Last
(September 21, 2018)
Last Change
(September 21, 2018)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100312.88-0.08-0.03%+212.88%+10.42%
S&P5001248.292929.67-1.08-0.04%+134.69%+9.58%

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 10.42% 17.6% 17.01% 14.06% 12.65%
S&P500 9.58% 16.76% 14.19% 11.36% 9.44%

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