Wide moat companies at fair prices, NEVER sell unless thesis breaks
Buffett Buy-and-Hold Forever
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AAPL | BUY | 29% | 30.1% below entry | 20.9% above entry | 10.0% | TVYH |
| AXP | BUY | 30% | 31.3% below entry | 21.8% above entry | 9.6% | TVYH |
| OXY | BUY | 34% | 35.2% below entry | 24.5% above entry | 8.5% | TVYH |
| MCO | BUY | 27% | 27.8% below entry | 19.4% above entry | 10.8% | TVYH |
| AMZN | BUY | 33% | 34.6% below entry | 24.0% above entry | 8.7% | TVYH |
| KO | BUY | 16% | 17.2% below entry | 12.0% above entry | 17.4% | TVYH |
| BAC | BUY | 26% | 27.1% below entry | 18.8% above entry | 11.1% | TVYH |
| V | BUY | 22% | 22.8% below entry | 15.8% above entry | 13.1% | TVYH |
| MA | BUY | 22% | 22.6% below entry | 15.7% above entry | 13.2% | TVYH |
| BRK-B | BUY | 18% | 18.5% below entry | 12.9% above entry | 16.2% | TVYH |
| JNJ | BUY | 18% | 18.6% below entry | 13.0% above entry | 16.1% | TVYH |
| CVX | BUY | 23% | 24.6% below entry | 17.1% above entry | 12.2% | TVYH |
| PG | BUY | 18% | 19.4% below entry | 13.5% above entry | 15.5% | TVYH |
This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -39% drawdown to return 261% long-term. - Exit rule: Exit ONLY if competitive moat permanently impaired. 40%+ drops in wide-moat stocks are buying opportunities.