The year end is close. Time to take a look at the performance of the portfolios set up at the beginning of 2010 according to Value Strategies that GuruFocus devised. These value strategies are: Historical Low P/S, Historical Low P/B, Undervalued Predictable, Buffett-Munger Screener.
We are eager and happy to report that all four portfolios are doing exceptionally good, as evidenced by the table below:
The benchmark S&P 500 returned a respectable 12.51% through December 21, 2010. But our strategies have beaten the benchmark handily. Among the four portfolios, the best performing-- the Undervalue Predictable portfolio -- returned 20.14%; even the worse performing -- Historical Low P/B -- returned 15.94%.
2010 has been the first year during which we have the Low P/S and Low P/B portfolios available. But it is the second year for the Buffett-Munger Screener and Undervalued Predictable portfolios. In 2009, the performance of these two portfolio was even more outstanding.
We don’t want to brag about it too much, but if you manage money according to our model portfolio, these numbers would have earned you rights to brag in front of your clients or your friends and families. Be honest, how many of us wish we have put our blind faith behind these portfolios at the beginning of the year and gone vacation since then. You could come back now and reap the gain as shown in the table.
Investing according to these strategies is really simply. We have not altered the composite of the portfolios since last time we rebalanced the portfolio at the end of 2009. Each portfolio consists of 25 stocks and they are equally weighted. It is so easy and you cannot miss it. For your convenience, we even provide a Do-It-Yourself Guide.
We will be rebalance the portfolios pretty soon so if you want to take advantage of these strategies, you may want to sign up for the premium membership before the year ends.
We are eager and happy to report that all four portfolios are doing exceptionally good, as evidenced by the table below:
| YTD | Rel. SP500 | Portfolio | |
|---|---|---|---|
| Historical Low P/S | +18.55% | 6.04% | Details |
| Historical Low P/B | +15.94% | 3.43% | Details |
| Undervalued Predictable | +20.14% | 7.63% | Details |
| Buffett-Munger Screener | +19.35% | 6.84% | Details |
The benchmark S&P 500 returned a respectable 12.51% through December 21, 2010. But our strategies have beaten the benchmark handily. Among the four portfolios, the best performing-- the Undervalue Predictable portfolio -- returned 20.14%; even the worse performing -- Historical Low P/B -- returned 15.94%.
2010 has been the first year during which we have the Low P/S and Low P/B portfolios available. But it is the second year for the Buffett-Munger Screener and Undervalued Predictable portfolios. In 2009, the performance of these two portfolio was even more outstanding.
| Year | S&P 500 | Buffett-Munger Screener | Undervalued Predictable | Historical Low P/S | Historical Low P/B |
|---|---|---|---|---|---|
| 2009 | 23.5% | 29.1% | 56.7% | ||
| 2010 | 12.5% | 19.4% | 20.1% | 18.6% | 15.9% |
We don’t want to brag about it too much, but if you manage money according to our model portfolio, these numbers would have earned you rights to brag in front of your clients or your friends and families. Be honest, how many of us wish we have put our blind faith behind these portfolios at the beginning of the year and gone vacation since then. You could come back now and reap the gain as shown in the table.
Investing according to these strategies is really simply. We have not altered the composite of the portfolios since last time we rebalanced the portfolio at the end of 2009. Each portfolio consists of 25 stocks and they are equally weighted. It is so easy and you cannot miss it. For your convenience, we even provide a Do-It-Yourself Guide.
We will be rebalance the portfolios pretty soon so if you want to take advantage of these strategies, you may want to sign up for the premium membership before the year ends.
