Buffett-Munger Screener top 25
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Top 25 stocks from the
Buffett-Munger Screener, 1. These companies are undervalued based pe/g ratio. The portfolio consists of the top 25 most undervalued on the day of rebalance. GuruFocus Founder
Dr. Charlie Tian has a large portion of his investments in this portfolio.
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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: 2022-01-01
As of June 24, 2022 portfolio is 395.79 (+2.25%) |
Performance | December 31, 2008 (Inception) | Last (June 24, 2022) | Last Change (June 24, 2022) | % Change Since Inception | % Change Since Last Rebalance |
---|
Portfolio | 100 | 395.79 | +8.71 | +2.25% | +295.79% | -19.23% |
S&P500 | 903.25 | 3911.74 | +116.01 | +3.06% | +333.07% | -17.93% |
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 |
-19.23% |
-16.21% |
5.24% |
7.48% |
8.25% |
S&P500 |
-17.93% |
-8.31% |
9.91% |
9.9% |
11.48% |
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