Model Portfolios by Type

Overview

Value Strategies (Long)

Buffett-Munger Screener top 25 Top 25 Undervalued Predictable Companies Top 25 Overvalued Predictable Companies Top 25 52-week Low Predictable Companies Top 25 Historical Low P/S Ratio Companies Top 25 Historical Low P/B Ratio Companies High Quality Low CAPEX Companies US High Quality Low CAPEX Companies China

GF Score Strategies

GF Score <= 100 Top 25 Companies GF Score <= 90 Top 25 Companies GF Score <= 80 Top 25 Companies GF Score <= 70 Top 25 Companies GF Score <= 60 Top 25 Companies

Guru Strategies

Most Broadly Held Portfolio (Screener) Most Weighted Portfolio Consensus Picks Portfolio Guru Bargains Portfolio

Insider Strategies (Long)

Top 25 CEO Buys Top 25 CFO Buys Top 25 Insider Cluster Buys

Insider Strategies (Short)

Top 25 CEO Sales Top 25 CFO Sales Top 25 Insider Cluster Sales

Related Articles:

  1. New Model Portfolios: Insider Buys and Sells -Jan. 05, 2011
  2. New Model Portfolios: Overvalued Stocks - Jan. 04, 2011
  3. All Model Portfolios Have Been Rebalanced - Jan. 02, 2011
  4. Undervalued Predictable Portfolio Up 20.4%; All Positions Gained - Dec. 23, 2010
  5. New Model Portfolios: Historical Low P/S Ratios and Historical Low P/B Ratios - Jan. 05, 2010
  6. Model Portfolios Performance Review: How should you follow the Gurus?
GURUFOCUS.COM > Model Portfolios > Most Broadly Held Portfolio

JJ竞技官网数据统计

These are the most broadly held 25 stocks in Gurus' holdings. The rank is based on the number of the gurus who hold the stock. All other things being equal, the stocks that the gurus hold in higher concentrations (percentage of portfolio) are ranked higher. The portfolio is updated every 12 months. The current list of stocks that meet this criteria can be found here

For questions about how the Model Portfolios were constructed, please see the articles listed on the left side of the menu.

Guru Strategies:

All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.

Last Portfolio Rebalance: 2022-01-01

As of September 07, 2022 portfolio is 495.66 (+1.73%)
Performance December 30, 2005
(Inception) 		Last
(September 07, 2022) 		Last Change
(September 07, 2022) 		% Change
Since Inception 		% Change
Since Last Rebalance
Portfolio 100 495.66 +8.42 +1.73% +395.66% -20.14%
S&P500 1248.29 3979.87 +71.68 +1.83% +218.83% -16.5%

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/Index YTD 1 Year 3 Years 5 Years 10 Years
Portfolio -20.14% -19.09% 12.86% 14.02% 13.92%
S&P500 -16.5% -12.13% 10.12% 10.05% 10.71%

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