Buffett Criteria (Buffettology)
Buys on the screenable Buffett criteria from Mary Buffett’s “Buffettology”: the company earns at least 15 percent on its equity, carries little debt (at most half of equity), keeps at least 10 percent of revenue as operating profit, has posted positive earnings per share in every available quarter, higher in the most recent quarter than in the oldest, and had free cash left over across the last four quarters. What the numbers cannot show is the moat, the durable competitive advantage; that stays a matter of analysis. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as it no longer meets one of these conditions or is no longer rated green.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- −2.04%
- Win rate
- —
- Cash ratio
- 43.3%
- Portfolio value
- $100,002
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| CRVL | 331.13 | $60.40 | $60.10 | $19,901 | 19.9% |
| LRCX | 68.59 | $291.60 | $293.00 | $20,096 | 20.1% |
| MSFT | 42.82 | $389.10 | $390.54 | $16,722 | 16.7% |
| Cash | — | — | — | $43,283 | 43.3% |
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | MSFT | Buy | 42.82 | $389.10 | Newly selected |
| 07/27/2026 | CRVL | Buy | 331.13 | $60.40 | Newly selected |
| 07/27/2026 | LRCX | Buy | 68.59 | $291.60 | Newly selected |