Buffett Value

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

Buffett Value

Total Return

+55.6%

Sharpe Ratio

1.51

Max Drawdown

-7.5%

Win Rate

45.9%

Alpha

-7.2%

Comp. Score *

0.18

Risk Parameters

Max Allocation15.5%

Stop Loss25.0%

Take Profit16.0%

Max DD Tolerance7.5%

Rebalanceweekly

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%	22.6% below entry	14.4% above entry	17.1%	TV YH
V	BUY	22%	22.8% below entry	14.5% above entry	17.0%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - 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 -36% drawdown to return 110% long-term. - Exit rule: Exit ONLY if competitive moat permanently impaired. 40%+ drops in wide-moat stocks are buying opportunities.

Avg 5Y Return

52.6%

Avg 5Y Sharpe

0.4

10Y Return

110.2%

10Y Sharpe

0.31

HODL Composite

0.31

Consistency

89%

Suitable for passive