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WINNING

Buffett Hodl

Wide moat companies at fair prices, NEVER sell unless thesis breaks

3Y
Total Return
+60.9%
3Y
Sharpe Ratio
0.99
3Y
Max Drawdown
-16.0%
3Y
Win Rate
55.6%
3Y
Alpha
-48.2%
3Y
Comp. Score *
0.20
Risk Parameters
Max Allocation12.0%
Stop Loss25.0%
Take Profit17.2%
Max DD Tolerance15.9%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleDCA monthly regardless of price. Add more on 10%+ dips.
TimingSAFE TO BUY. *
ScalingEqual monthly contributions. Never try to time entry.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
AXP BUY 29% 30.4% below entry 20.9% above entry 9.9% TVYH
OXY BUY 34% 35.9% below entry 24.7% above entry 8.4% TVYH
MCO BUY 26% 27.7% below entry 19.1% above entry 10.8% TVYH
AMZN BUY 34% 35.6% below entry 24.5% above entry 8.4% TVYH
KO BUY 18% 18.4% below entry 12.7% above entry 16.3% TVYH
BAC BUY 25% 26.0% below entry 17.9% above entry 11.5% TVYH
V BUY 22% 23.1% below entry 15.9% above entry 13.0% TVYH
MA BUY 22% 22.9% below entry 15.8% above entry 13.1% TVYH
BRK-B BUY 17% 17.9% below entry 12.3% above entry 16.7% TVYH
AAPL BUY 29% 30.1% below entry 20.7% above entry 10.0% TVYH
JNJ BUY 19% 19.8% below entry 13.6% above entry 15.2% TVYH
CVX BUY 24% 25.0% below entry 17.2% above entry 12.0% TVYH
PG BUY 19% 19.9% below entry 13.7% above entry 15.0% TVYH