Fortress MOAT of Midas Touch #3 - Outdoing SPX by 270% - 10 Stronghold For Your Plan B.
⭐⭐⭐⭐⭐ - Fortress MMT#3: 10 Stronghold
MOAT of Midas Touch #3 is demonstrating the continued relevance and effectiveness of value investing strategies in today's market. Let's examine its performance, composition, and approach to understand its success.
Fortune's Feast @ 91.7% Win-Rate:
How Fortress MOAT Is Redefining Value Investing for the Modern Era
How Fortress MOAT has been making waves in the investment community, and for good reason. This smart portfolio, based on value investing principles, has shown impressive performance metrics that demand attention.
Performance Metrics: Beating the Market
This portfolio has demonstrated stellar performance across various timeframes:
August 2024: +1.64%
Year-to-Date: +20.45%
1 Year: +35.99%
5 Years: +66.05%
Annualized Return: +31.87%
These numbers are not just impressive on their own, but they significantly outperform major market indices like the S&P 500. The portfolio's track record of 1.8 years suggests that it has maintained consistent performance even through market volatility.
Portfolio Composition and Strategy
The Fortress MOAT portfolio follows a classic value investing approach, allocating funds across 10 stocks chosen from ElToro's asset universe. These selections are based on the top picks of well-known value investors, as reflected in their SEC filings.
Key aspects of the portfolio include:
Sector Diversification:
Finance (32.46%)
Technology Services (28.21%)
Communications (10.43%)
Commercial Services (10.35%)
Health Services (9.86%)
Consumer Services (8.59%)
Geographical Focus:
United States (89.48%)
Bermuda (10.43%)
Exchange Distribution:
NYSE (60.61%)
Nasdaq (39.3%)
This composition reflects a balanced approach, with a slight tilt towards finance and technology sectors, while maintaining exposure to other critical areas of the economy.
Risk and Performance Metrics
The portfolio boasts impressive risk-adjusted performance metrics:
Beta: 0.96 (indicating slightly lower volatility than the market)
Sharpe Ratio: 1.51 (strong risk-adjusted returns)
Sortino Ratio: 4.12 (excellent downside risk-adjusted performance)
Jensen's Alpha: 12.17 (significant outperformance of the market)
Calmar Ratio: 4.13 (strong returns relative to maximum drawdown)
These metrics suggest that the portfolio not only delivers strong returns but does so with managed risk, a hallmark of successful value investing strategies.
Deep into Holdings
Let's examine some of the key holdings in the Fortress MOAT portfolio: