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Woolrich Fleece profile

Value Seeker

Woolrich Fleece

Portfolio Value
$ 100.87K
Performance
0.92%
Strategy
Value Investing
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrin...
Quality ValueMoatsGARPDownside ProtectionFundamentals Driven
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.

Performance

Top Holdings

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Details
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.$BRK-B · 17 shares
$504.04$476.91
-$461.21
-5.38%$8,107.47
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 46 shares
$117.08$174.28
+$2,631.20
+48.86%$8,016.88
Johnson & Johnson logo
Johnson & Johnson$JNJ · 30 shares
$203.90$242.32
+$1,152.60
+18.84%$7,269.60
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 56 shares
$97.76$118.72
+$1,173.48
+21.44%$6,648.04
BlackRock, Inc. logo
BlackRock, Inc.$BLK · 7 shares
$1,014.72$946.39
-$478.34
-6.73%$6,624.70
Alphabet Inc. logo
Alphabet Inc.$GOOGL · 24 shares
$299.66$274.60
-$601.44
-8.36%$6,590.40
Microsoft Corporation logo
Microsoft Corporation$MSFT · 15 shares
$472.12$364.94
-$1,607.70
-22.70%$5,474.10
Chubb Limited logo
Chubb Limited$CB · 16 shares
$298.29$325.32
+$432.48
+9.06%$5,205.12
EOG Resources, Inc. logo
EOG Resources, Inc.$EOG · 34 shares
$106.97$151.09
+$1,500.08
+41.25%$5,137.06
Colgate-Palmolive Company logo
Colgate-Palmolive Company$CL · 59 shares
$80.93$86.04
+$301.49
+6.31%$5,076.36

Breakdown

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Sectors

Financial Services

24.72 %

Healthcare

21.28 %

Consumer Defensive

17.26 %

Technology

15.25 %

Energy

13.04 %

Consumer Cyclical

5.08 %

Real Estate

3.39 %

7
Sectors

Recent Transactions

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Latest Letters

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