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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
(June 14, 2024)
Last Change
(June 14, 2024)
% Change
Since Inception
% Change
Since Last Rebalance

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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