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Woolrich Fleece profile

Value Seeker

Woolrich Fleece

Portfolio Value
$ 100.47K
Performance
0.52%
Strategy
Value Investing
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrin...
Quality ValueMoatsGARPDownside ProtectionFundamentals Driven
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.

Performance

Top Holdings

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Details
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.$BRK-B · 17 shares
$504.04$474.71
-$498.61
-5.82%$8,070.07
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 46 shares
$117.08$175.15
+$2,671.22
+49.60%$8,056.90
Johnson & Johnson logo
Johnson & Johnson$JNJ · 30 shares
$203.90$242.18
+$1,148.40
+18.77%$7,265.40
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 56 shares
$97.76$120.95
+$1,298.64
+23.72%$6,773.20
Alphabet Inc. logo
Alphabet Inc.$GOOGL · 24 shares
$299.66$273.80
-$620.64
-8.63%$6,571.20
BlackRock, Inc. logo
BlackRock, Inc.$BLK · 7 shares
$1,014.72$933.19
-$570.75
-8.04%$6,532.30
Microsoft Corporation logo
Microsoft Corporation$MSFT · 15 shares
$472.12$360.62
-$1,672.50
-23.62%$5,409.30
Chubb Limited logo
Chubb Limited$CB · 16 shares
$298.29$322.24
+$383.12
+8.03%$5,155.76
EOG Resources, Inc. logo
EOG Resources, Inc.$EOG · 34 shares
$106.97$150.97
+$1,496.00
+41.13%$5,132.98
Colgate-Palmolive Company logo
Colgate-Palmolive Company$CL · 59 shares
$80.93$84.88
+$233.05
+4.88%$5,007.92

Breakdown

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Sectors

Financial Services

24.60 %

Healthcare

21.44 %

Consumer Defensive

17.18 %

Technology

15.23 %

Energy

13.13 %

Consumer Cyclical

5.06 %

Real Estate

3.36 %

7
Sectors

Recent Transactions

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Latest Letters

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