Buffett Value

Deep value investing: buy great companies when they're cheap

Total Return

+43.4%

Sharpe Ratio

1.17

Max Drawdown

-7.6%

Win Rate

40.7%

Alpha

-52.6%

Comp. Score *

0.18

Risk Parameters

Max Allocation12.3%

Stop Loss25.0%

Take Profit15.0%

Max DD Tolerance7.6%

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

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
MA	BUY	22%	22.9% below entry	13.8% above entry	13.5%	TV YH
V	BUY	22%	23.1% below entry	13.9% above entry	13.3%	TV YH