EBIT Margin Ranking
Buys companies that keep an unusually large share of every dollar of sales: at least 40 percent of revenue has to remain as operating profit before interest and taxes — the EBIT margin. It measures the earning power of the underlying business, and the most profitable names rank first. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added four times a year; a share is sold as soon as it no longer meets the criteria or is no longer rated green.
This portfolio buys shares.
- Performance
- −1.98%
- Lead over QQQ
- −2.84%
- Largest drawdown
- −3.36%
- Win rate
- —
- Cash ratio
- 44.2%
- Portfolio value
- $98,023
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| KLAC | 98.33 | $203.40 | $182.80 | $17,974 | 18.3% |
| MA | 15.10 | $551.71 | $577.35 | $8,716 | 8.9% |
| MCO | 41.15 | $486.00 | $478.40 | $19,687 | 20.1% |
| MSFT | 21.41 | $389.10 | $390.54 | $8,361 | 8.5% |
| Cash | — | — | — | $43,284 | 44.2% |
The rules of this portfolio
- Buys
- once a quarter
- 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 | MA | Buy | 15.10 | $551.71 | Newly selected |
| 07/27/2026 | MSFT | Buy | 21.41 | $389.10 | Newly selected |
| 07/27/2026 | KLAC | Buy | 98.33 | $203.40 | Newly selected |
| 07/27/2026 | MCO | Buy | 41.15 | $486.00 | Newly selected |