Buffett-Munger Screener top 25

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: 2018-01-01

As of August 14, 2018 portfolio is 305.52 (+1.6%)
PerformanceDecember 31, 2008
(Inception)
Last
(August 14, 2018)
Last Change
(August 14, 2018)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100305.52+4.82+1.6%+205.52%+3.58%
S&P500903.252839.96+18.03+0.64%+214.42%+6.22%

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 3.58% 14.19% 9.23% 6.72%
S&P500 6.22% 16.19% 10.86% 10.99% 8.14%

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