Deep Moats
Invest in companies with strong competitive advantages and barriers to entry, ensuring long-term dominance in their industries.
Medalist Rating™
Total Returns
5Y CAGR
Outperformance
Performance
Since 2017, this portfolio has returned 260.6%, outperforming the market by 260.6%. using its optimal monthly rebalancing period and 10 stock portfolio size.
Deep Moats
+260.6%
S&P 500
+0%
Asset Allocations
List of holdings for the Deep Moats Portfolio
Stocks
100%Information Technology
Communication Services
Financials
Consumer Staples
Health Care
But there's no need to cherry-pick stocks here because the AVERAGE return of every recommendation made by Finlo since 2017 is 720% - nearly quadrupling the market in that time.
Holdings
10 equal weighted holdings in the Deep Moats Portfolio. Copy the following positions to your brokerage account to replicate the portfolio.
| Ticker | Sector | Finlo Rating | Market Cap | Weight |
|---|---|---|---|---|
| Information Technology | $3.336T | 10.00% | ||
| Information Technology | $3.266T | 10.00% | ||
| Communication Services | $2.46T | 10.00% | ||
| Information Technology | $1.09T | 10.00% | ||
| Financials | $1.63T | 10.00% | ||
| Information Technology | $3.374T | 10.00% | ||
| Consumer Staples | $0.75T | 10.00% | ||
| Communication Services | $0.39T | 10.00% | ||
| Health Care | $0.68T | 10.00% | ||
| Consumer Staples | $0.81T | 10.00% |
How It Works
Pick your strategy
Select a Portfolio Strategy aligned with your goals and preferences, considering factors like trading frequency and historical performance.
Unlock the stocks
Add strategy-picked stocks to your portfolio. Watch for updates via email or our site to adjust holdings and stay on track for ideal performance.
Track gains over time
Acknowledge and celebrate achievements in your investment journey. Regularly reassess and adjust your strategy to stay on track with your financial goals.
