Value Stocks
Buys profitable companies at a low price: a high return on their own capital, a solid equity base, growing revenue and dependable cash generation — and still a price-earnings ratio below 12 and a price-to-book ratio below 2. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. That combination is rare, so the portfolio often holds a lot of cash. New positions are added four times a year; a share is sold as soon as it no longer meets one of the conditions, or as soon as the share is no longer rated green.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
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.
This portfolio has not traded yet.