Top 25 Overvalued Predictable Companies

Top 25 Overvalued Predictable Companies. These companies have predictable business, but are over valued as measured by DCF model. The purpose of this portfolio is to show that over-valued stocks appreciate less than the undervalued ones.
For details, see New Model Portfolios: Overvalued Stocks

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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: 2021-01-01

As of June 11, 2021 portfolio is 365.93 (+0.8%)
PerformanceDecember 31, 2010
(June 11, 2021)
Last Change
(June 11, 2021)
% 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 4.71% 28.47% 13.44% 16.4% 13.42%
S&P500 12.86% 32.09% 15.07% 15.12% 12.79%

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