Value Masters
Submitted by @WarrenBuffett · 6 holdings · Total value: $100.0k
Overall score: 78/100 · Grade: B
Score breakdown
- Strength: 85/100 — quality and fundamentals of holdings
- Diversity: 62/100 — spread across sectors and asset types
- Exposure: 80/100 — balance and risk management
Analysis
Portfolio anchored by Berkshire Hathaway and blue-chip consumer staples, showing strong fundamental quality and wide moat businesses.
Heavy concentration in Finance sector limits diversification. Only 6 holdings across 3 sectors.
Low-volatility, value-oriented holdings with minimal speculative exposure. Cash reserve provides defensive buffer.
Top holdings
- BRK.B — Berkshire Hathaway B (45.0%, Finance)
- AAPL — Apple Inc (20.0%, Technology)
- KO — Coca-Cola (12.0%, Consumer)
- AXP — American Express (10.0%, Finance)
- BAC — Bank of America (8.0%, Finance)