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WINNING

Berkshire Holdings

Actual BRK holdings: AAPL, AXP, BAC, KO, CVX, GOOGL, CB, $274B

3Y
Total Return
+47.5%
3Y
Sharpe Ratio
0.81
3Y
Max Drawdown
-12.6%
3Y
Win Rate
53.4%
3Y
Alpha
-51.6%
3Y
Comp. Score *
0.14
Risk Parameters
Max Allocation10.0%
Stop Loss12.5%
Take Profit6.9%
Max DD Tolerance12.5%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy 0.5% below market in uptrend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
KHC BUY 25% 13.4% below entry 7.4% above entry 9.4% TVYH
PG BUY 19% 10.0% below entry 5.5% above entry 12.6% TVYH
BRK-B BUY 17% 9.0% below entry 5.0% above entry 14.0% TVYH
CB BUY 20% 10.3% below entry 5.7% above entry 12.2% TVYH
V BUY 22% 11.6% below entry 6.4% above entry 10.9% TVYH
KO BUY 18% 9.2% below entry 5.1% above entry 13.7% TVYH
MCO BUY 26% 13.9% below entry 7.7% above entry 9.1% TVYH
MA BUY 22% 11.5% below entry 6.4% above entry 11.0% TVYH
CVX BUY 24% 12.5% below entry 6.9% above entry 10.0% TVYH
OXY BUY 34% 18.0% below entry 10.0% above entry 7.0% TVYH