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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: 2024-01-01

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As of June 14, 2024 portfolio is 554.61 (-1.3%)
PerformanceDecember 31, 2008
(Inception)
Last
(June 14, 2024)
Last Change
(June 14, 2024)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100554.61-7.33-1.3%+454.61%+1.33%
S&P500903.255431.60-2.14-0.04%+501.34%+13.87%

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 1.33% 16.07% 5.42% 10.66% 8.88% 11.82%
S&P500 13.87% 24.15% 8.47% 13.46% 10.85% 12.64%

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