The investment ideas that can be generated from the assortment
of
GuruFocus Model Portfolios
are endless. The site offers more than a dozen model portfolios
based on different criteria, to help value investors foresee the
performance of certain combinations of strategically placed
stocks.
Knowing that the S&P 500 Index is up by 13.44 percent this
year, let's find out how our very own model portfolios are doing.
GuruFocus' top-performing Buffett-Munger Portfolio and the stocks
that positively contributed the most to it this year were
highlighted in
Most Market Value Returns of the Buffett-Munger
Portfolio
. Below, you will find more of GuruFocus' model portfolios and
the positions that guided their performances in 2012. These are
the stocks that have helped deliver the market values in the
portfolios this year.
Top 25 Undervalued Predictable Companies
This year, the Top 25 Undervalued Predictable Companies portfolio
has underperformed by 1.1 percent, but not as much as it did last
year, when it was down 3.3 percent. However, it has gained 78.99
percent in value since its inception in 2008.
The top three stocks in the portfolio are currently:
-
Gruma S.A.B. de C.V. (
GMK
)
- the stock of large corn and wheat tortillas producer, Gruma,
has gone up in market value by 58.85 percent year to date.
Gurus who own the stock include
Jim Simons
,
John Hussman
and Jeff Auxier.
-
Credit Acceptance Corp. (
CACC
) -
the stock of auto insurance provider, Credit Acceptance, has
surged in market value by 20 percent year to date. Gurus who
own the stock include Jim Simons, Paul Tudor Jones and Jeremy
Grantham.
-
Express Scripts (
ESRX
)
-the stock of health benefits manager, Express Scripts, has
increased by 19 percent this year. Gurus who have the stock in
their portfolios include Chris Davis, Steve Mandel and Lee
Ainslie.
View the full portfolio at Top 25 Undervalued Predictable
Companies.
Top 25 Historical Low P/S Ratio Companies
This year, the Top 25 Historical Low P/S Ratio Companies
portfolio is beating the S&P 500 by 4.1 percent, up by 17.5
percent, making up from last year's 2 percent underperformance.
It has gained 37.09 percent since inception.
The top three stocks in the portfolio are currently:
-
Medifast Inc. (
MED
) -
the stock of weight and disease management consumable product
maker, Medifast, is up 87.17 percent year to date. Gurus who
hold the stock include Jim Simons, Joel Greenblatt and Steven
Cohen.
-
Computer Sciences Corp. (
CSC
)
- the stock of IT services provider, Computer Sciences Corp.
has delivered 65.57 percent in market value year to date. Gurus
who own the stock include Dodge & Cox, David Einhorn and
Larry Robbins.
-
HDFC Bank Ltd. (
HDB
) -
the stock of Indian private sector bank and financial services
company, HDFC, is up 56.5 percent year to date. Gurus who
currently have the stock in their portfolios include Ken
Fisher, Jeremy Grantham and Jim Simons.
View the full portfolio at Top 25 Historical Low P/S Ratio
Companies. (
Note: the Top 25 Historical P/B Ratio Companies portfolio is
performing just as well the P/S Ratio Companies, having the same
three stocks leading this year's performance.)
Consensus Picks
The Consensus Picks portfolio is doing almost as well as the
S&P 500, having gone up 13.1 percent this year. Last year, it
was down 8 percent. Since inception, it has increased in value by
3.01 percent.
The three stocks that lead the portfolio are:
-
Sprint Nextel Corp. (
S
) -
The stock of wireless communications company, Sprint Nextel,
has surged in value by an impressive 140.17 percent. The Gurus
who own the stock include Francis Chou, Mario Gabelli and Leon
Cooperman.
-
Prestige Brands Holdings Inc. (
PBH
)
- The stock of health and personal care, and household cleaning
provider, Prestige Brands, has gained 74.53 percent in market
value this year. Gurus who own the stock include Ken Fisher,
John Paulson and Wallace Weitz.
-
Computer Sciences Corp. (
CSC
)
- the stock of IT services provider, Computer Sciences Corp.
has delivered 65.57 percent in market value year to date. Gurus
who own the stock include Dodge & Cox, David Einhorn and
Larry Robbins.
View the full portfolio at Consensus Picks.
Guru Bargains
Amazingly, the Guru Bargains portfolio is up 16.7 percent this
year, making up for its 23.8 percent loss in 2011. Since
inception, the portfolio has unfortunately tanked by 24.74
percent.
The leaders in the portfolio are:
-
Valero Energy Corp. (
VLO
) -
Energy stock, Valero, has gone up 59.8 percent this year. Gurus
who own the stock include Charles Brandes, Richard Snow and
Alan Fournier.
-
Sprint Nextel Corp. (
S
) -
The stock of wireless communications company, Sprint Nextel,
has surged in value by an impressive 140.17 percent. The Gurus
who own the stock include Francis Chou, Mario Gabelli and Leon
Cooperman.
-
Liberty Media Corp. (
LMCA
) -
The stock of digital commerce media operator, Liberty Media,
has increased in value by 46.52 percent year to date. Gurus who
hold the stock include Warren Buffett, Murray Stahl and Ted
Weschler.
View the full portfolio at Guru Bargains.
Most Broadly Held
The Most Broadly Held portfolio has gained 14.9 percent in value
this year. Last year, it only slightly gained 0.5 percent, and
the year before that, it gained 12.7 percent. Since inception,
the portfolio has increased by 31.89 percent.
The three leading stocks in the portfolio are:
-
Comcast Corp. (
CMCSK
)
- The stock of video, Internet and voice services provider,
Comcast, has gone up by 50.72 percent year to date. Gurus who
currently own the stock include Jean-Marie Eveillard, Donald
Yacktman and Tom Russo.
-
Visa Inc. (
V
) -
The stock of global payments technology company, Visa, has
delivered 47.15 percent year to date. Gurus who own the stock
include Frank Sands, Andreas Halvorsen and Ken Fisher.
-
Apple Inc. (
AAPL
) -
The stock of Apple has gained 26 percent year to date. Gurus
who own the stock include Frank Sands, Jeremy Grantham and
Tiger Global Management.
View the full portfolio at Most Broadly Held.
Most Weighted
The Most Weighted portfolio is doing alright this year, gaining
about 3 percent. Last year, it lost 15.8 percent in value,
whereas in 2010, in gained 15.1 percent in value. Since
inception, the portfolio has gone up 11.63 percent.
The top three stocks in the portfolio are:
-
American International Group Inc. (
AIG
)
- Stock of insurance provider, AIG, has gone up 50.73 percent
year to date. Gurus who own the stock include Bruce Berkowitz,
Daniel Loeb and George Soros.
-
Jefferies Group Inc. (
JEF
) -
The stock of independent global securities investment banking
firm, Jefferies Group, has grown in market value by 35 percent
year to date. Gurus who own the stock include Ian Cumming,
Bruce Berkowitz and Chuck Royce.
-
Mueller Industries Inc. (
MLI
)
- Stock of copper, brass, and aluminum products manufacturer,
Mueller, has gained 29 percent this year. Gurus who have stake
in the company include Ken Fisher, Chuck Royce and Jean-Marie
Eveillard.
View the full portfolio at Most Weighted.
Top 25 Historical High P/S Ratio Companies
This portfolio has gone up 10 percent this year. Since inception,
it has increased 20.24 percent.
The top three stocks that lead its performance include:
-
National Research Corp. (
NRCI
) -
Stock of performance measurement and improvement services
provider, NRCI, has surged 35.64 percent this year. Currently,
no investors followed by GuruFocus have stake in the company.
-
United-Guardian Inc. (UG) -
Stock of research and product development company,
United-Guardian has gone up 28.59 percent. Only Guru, Mario
Gabelli currently holds the stock.
-
Roper Industries Inc. (ROP) -
Stock of industrial company, Roper Industries, has gained 27
percent this year. Gurus including Ron Baron, Chuck Royce and
Mario Gabelli have stake in the company.
View the full portfolio at Top 25 Historical High P/S Ratio
Companies.
Top 25 Overvalued Predictable Companies
The Top 25 Overvalued Predictable Companies portfolio has gained
14.4 percent this year. Since inception, it has delivered 16.78
percent in return.
The top three stocks in the portfolio are:
-
Tyler Technologies Inc. (TYL) -
Stock of integrated public sector management solutions and
services provider, Tyler Technologies, has gone up 58.95
percent year to date. Gurus who have stake in the stock include
Columbia Wanger, Mario Gabelli and Steven Cohen.
-
Nordson Corp. (NAS)
- Stock of adhesive, sealants and coatings company, Nordson
Corp. has gained 50.83 percent this year. Gurus who have stake
in the company include Columbia Wanger, Chuck Royce and Ron
Baron.
-
Monsanto Company (MON)
- Stock of agriculture products provider, Monsanto, has
increased 34 percent year to date. Gurus who have holding of
the stock include PRIMECAP Management, Chris Davis and Manning
& Napier Advisors Inc.
View the full portfolio at Top 25 Overvalued Predictable
Companies.
Make sure to check out
the comprehensive list of charts
that compare all model portfolios.
About the GuruFocus Model Portfolios
Below, you will find very useful articles that go into detail
about each of the portfolios that were highlighted above. If you
would like to view the comprehensive charts comparing the value
strategies and Guru strategies portfolios, visit GuruFocus Model
Portfolios.
GuruFocus premium membership is needed to access the details of
the portfolios and screeners. We also publish a monthly
Buffett-Munger newsletter which features the picks from
Buffett-Munger Screener. If you are a premium member, you can
download this for free, but if not, we invite you for a 7-day
Free Trial.
To read more about different GuruFocus Model Portfolios, view
these informative articles:
How Should You Follow the Gurus?
All Model Portfolios Have Been Rebalanced
Model Portfolio Performance Update - Aug. 2012
How GuruFocus Value Strategies Outperformed
New Model Portfolios: Insider Buys and Sells
New Model Portfolios: Overvalued Stocks
New Model Portfolios: Historical Low P/S and P/B
Ratios
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