All Strategies>Warren Buffett

Warren Buffett's Sustainable Growth Strategy

Buffetology value investing Read more.

CAGR
Compound Annual Growth Rate
-
Beta
Volatility Compared to S&P 500
-
Total Return
1-Year Avg.
-
3-Year Avg.
-
10-Year Avg.
-
Investment amount
$10,000
Investment range
15 years
 
Total return
undefined%
Investment worth
$0
Strategy Formulas & Filters

5-Yr Projected Rate of Return
  • Estimates the five-year projected return by integrating EPS outlook, dividend payout, and market share price.
  • Weight = 100%
Trading Model

Purchase Model
  • Purchase 3 stocks every 3 months until portfolio size reaches 24.
  • Rebalance target: 30%.
  • Reinvest proceeds from sales every 3 months.

Selling Model
  • Hold the stock for a maximum of 2 years.
  • Sell Condition: Sustainable Growth < 15%
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Strategy Information

At the core of Warren Buffett's approach is the concept of value investing. This strategy involves buying undervalued stocks of strong companies that have the potential for long-term growth. Buffett focuses on understanding the intrinsic value of a company, which he defines as the discounted value of the cash that can be taken out of a business during its remaining life.

 

Buffet looks for companies that have solid fundamentals, durable competitive advantages (often referred to as "moats"), and capable management teams.

 

To protect against unforeseen risks and market volatility, Buffett emphasizes the importance of a margin of safety. This principle suggests that an investor should buy a stock at a price significantly lower than its intrinsic value. By doing so, even if the market temporarily undervalues the stock further, the investor is shielded from significant losses.

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