GURUFOCUS.COM > Model Portfolios > Top 25 Historical Low P/B Ratio Companies

Top 25 Historical Low P/B Ratio Companies

Top 25 Historical Low P/B Ratio Companies. These companies have been very predictable in their business operations. And the price/book (P/B) ratio of each of these companies is less than 50% above its historical low. The companies in this model portfolio are traded in NAS and NYSE, and each has a market cap over one billion at the time of rebalance. 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: 2022-07-02

As of September 07, 2022 portfolio is 257.96 (+1.24%)
PerformanceDecember 30, 2009
(Inception)
Last
(September 07, 2022)
Last Change
(September 07, 2022)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100257.96+3.15+1.24%+157.96%+1.23%
S&P5001126.423979.87+71.68+1.83%+253.32%+4.04%

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 -6.46% -4.74% 6.24% 5.06% 7.15%
S&P500 -16.5% -12.13% 10.12% 10.05% 10.71%

You need to log in to see the details of this portfolio

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)