Blue Chip Bastion
Submitted by @BlueChipBella · 7 holdings · Total value: $1800.0k
Overall score: 88/100 · Grade: A
Score breakdown
- Strength: 90/100 — quality and fundamentals of holdings
- Diversity: 78/100 — spread across sectors and asset types
- Exposure: 84/100 — balance and risk management
Analysis
A who's-who of dominant, profitable franchises across tech, healthcare and payments. Exceptional balance-sheet quality.
Spread across several mega-cap sectors, though it tilts toward large-cap tech and lacks small-cap or international names.
Mega-cap quality with a cash buffer. Lower drawdown risk than the average growth book, with real earnings underneath.
Top holdings
- AAPL — Apple Inc (22.2%, Technology)
- MSFT — Microsoft Corp (22.2%, Technology)
- GOOGL — Alphabet (13.9%, Communication)
- AMZN — Amazon.com (13.9%, Consumer)
- JNJ — Johnson & Johnson (11.1%, Healthcare)