Web Site Value Stocks Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight
Last Rebalanced (Every Week) 05/10/21
Ranking SystemAll-Stars: Buffett
Total Market Value (inc. Cash)$6,944,687.61
Cash$17,123.07
Number of Positions10
Total Return6,844.69%
Benchmark Return240.74%
Active Return6,603.95%
Annualized Return20.89%
Annual Turnover98.07%
Max Drawdown-19.48%
Overall Winners (174/274) 63.50%
Sharpe Ratio1.27
Correlation with S&P 500 ($SP500)0.54