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Value Seeker
Woolrich Fleece
Value Seeker
Woolrich Fleece
Portfolio Value
$ 104.68K
Performance
4.72%
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...
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 intrinsic value. Blends defensive sectors with selective cyclicals to balance downside protection and upside potential. Focuses less on finding the absolute cheapest names and more on paying a fair price for durable excellence.
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
Complete breakdown of the expert's current portfolio holdings and performance metrics
$104,675.99
4.72%Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 Berkshire Hathaway Inc.$BRK-B · 17 shares | $504.04 | $493.29 | -$182.75 | -2.13% | $8,385.93 | |
 BlackRock, Inc.$BLK · 7 shares | $1,014.72 | $1,163.17 | +$1,039.15 | +14.63% | $8,142.19 | |
 Alphabet Inc.$GOOGL · 24 shares | $299.66 | $330.00 | +$728.16 | +10.12% | $7,920.00 | |
 Microsoft Corporation$MSFT · 15 shares | $472.12 | $459.86 | -$183.90 | -2.60% | $6,897.90 | |
 Johnson & Johnson$JNJ · 30 shares | $203.90 | $218.66 | +$442.80 | +7.24% | $6,559.80 | |
 S&P Global Inc.$SPGI · 12 shares | $493.60 | $546.35 | +$633.00 | +10.69% | $6,556.20 | |
 Merck & Co., Inc.$MRK · 56 shares | $97.76 | $108.83 | +$619.92 | +11.32% | $6,094.48 | |
 Exxon Mobil Corporation$XOM · 46 shares | $117.08 | $129.89 | +$589.26 | +10.94% | $5,974.94 | |
 Constellation Brands, Inc.$STZ · 32 shares | $133.66 | $156.64 | +$735.36 | +17.19% | $5,012.48 | |
 Colgate-Palmolive Company$CL · 59 shares | $80.93 | $84.52 | +$211.81 | +4.44% | $4,986.68 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Financial Services
26.65 %
Healthcare
20.71 %
Technology
18.12 %
Consumer Defensive
16.14 %
Energy
9.13 %
Consumer Cyclical
5.80 %
Real Estate
3.45 %
7
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
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