Margin of Safety
Submitted by @ValueVince · 6 holdings · Total value: $2500.0k
Overall score: 85/100 · Grade: A
Score breakdown
- Strength: 88/100 — quality and fundamentals of holdings
- Diversity: 75/100 — spread across sectors and asset types
- Exposure: 82/100 — balance and risk management
Analysis
Wide-moat compounders across finance, energy, staples and healthcare bought with a margin of safety.
Genuinely cross-sector with low correlation between energy, staples and healthcare. Light on tech and international.
Value-tilted, cash-generative businesses with lower multiples and real downside support.
Top holdings
- BRK.B — Berkshire Hathaway B (24.0%, Finance)
- JPM — JPMorgan Chase (16.0%, Finance)
- WMT — Walmart (16.0%, Consumer)
- UNH — UnitedHealth (16.0%, Healthcare)
- CVX — Chevron (14.0%, Energy)