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: 2025-01-01

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As of December 24, 2025 portfolio is 679.65 (+0.86%)
PerformanceDecember 31, 2008
(Inception)
Last
(December 24, 2025)
Last Change
(December 24, 2025)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100679.65+5.76+0.86%+579.65%+18.3%
S&P500903.256932.05+22.26+0.32%+667.46%+17.86%

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 18.3% 16.54% 21.27% 11.05% 11.87% 10.36%
S&P500 17.86% 14.77% 21.67% 13.35% 12.89% 12.05%

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