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The shortlist
The #1 idea is open to everyone. The other 24 names unlock with an account; their scores stay visible either way.
| # | Company | Value | Quality | Conservatism | Safety | Shareholder | Composite |
|---|---|---|---|---|---|---|---|
| 1 | ADBE80.5 | 69 | 89 | 91 | 47 | 97 | 80.5 |
| 2 | XXXX78.7 | 76 | 90 | 80 | 54 | 76 | 78.7 |
| 3 | XXXX78.4 | 72 | 82 | 84 | 67 | 87 | 78.4 |
| 4 | XXXX78.3 | 93 | 66 | 83 | 36 | 96 | 78.3 |
| 5 | XXXX77.6 | 90 | 70 | 62 | 68 | 89 | 77.6 |
| 6 | XXXX77.4 | 89 | 77 | 42 | 69 | 96 | 77.4 |
| 7 | XXXX77.2 | 81 | 71 | 75 | 55 | 98 | 77.2 |
| 8 | XXXX76.4 | 87 | 72 | 50 | 80 | 87 | 76.4 |
| 9 | XXXX76.3 | 97 | 56 | 70 | 65 | 90 | 76.3 |
| 10 | XXXX76.1 | 67 | 80 | 91 | 31 | 100 | 76.1 |
| 11 | XXXX74.9 | 80 | 74 | 70 | 54 | 86 | 74.9 |
| 12 | XXXX73.5 | 72 | 83 | 68 | 63 | 69 | 73.5 |
| 13 | XXXX73.5 | 97 | 51 | 55 | 79 | 87 | 73.5 |
| 14 | XXXX72.9 | 90 | 51 | 90 | 25 | 99 | 72.9 |
| 15 | XXXX72.8 | 67 | 72 | 90 | 46 | 87 | 72.8 |
| 16 | XXXX72.6 | 94 | 57 | 61 | 47 | 90 | 72.6 |
| 17 | XXXX71.5 | 64 | 73 | 80 | 64 | 81 | 71.5 |
| 18 | XXXX71.0 | 57 | 78 | 61 | 69 | 95 | 71.0 |
| 19 | XXXX70.8 | 64 | 71 | 70 | 55 | 95 | 70.8 |
| 20 | XXXX70.6 | 74 | 78 | 62 | 77 | 54 | 70.6 |
| 21 | XXXX70.5 | 91 | 67 | 89 | 46 | 33 | 70.5 |
| 22 | XXXX70.0 | 94 | 61 | 54 | 24 | 87 | 70.0 |
| 23 | XXXX69.7 | 78 | 56 | 76 | 68 | 76 | 69.7 |
| 24 | XXXX69.5 | 60 | 76 | 92 | 44 | 70 | 69.5 |
| 25 | XXXX69.5 | 87 | 32 | 88 | 68 | 91 | 69.5 |
Composite scores of every screened company. The portfolio starts at 69.5; the median is 50.4.
Sector by pillar
The median pillar score of every screened company in each sector, sorted by median composite. Coloured cells sit above the field's midpoint. Compare the blue ticks: technology has the weakest typical company here and still supplies five names, because the shortlist is built from outliers, not averages.
| Sector | Value | Quality | Conservatism | Safety | Shareholder | Median | Held |
|---|---|---|---|---|---|---|---|
| Consumer cyc. 41 | 54 | 53 | 50 | 51 | 58 | 54.9 | |
| Financials 52 |
Dashed line: the cap of 6 names per sector. A bar that reaches it is a cap that bound.
| 59 |
| 51 |
| 50 |
| 61 |
| 62 |
| 54.3 |
| Consumer def. 25 | 55 | 58 | 51 | 49 | 59 | 53.6 |
| Real Estate 22 | 49 | 48 | 55 | 50 | 62 | 50.5 |
| Industrials 65 | 46 | 49 | 50 | 51 | 44 | 50.2 |
| Communications 9 | 61 | 48 | 54 | 46 | 49 | 49.9 | 0 |
| Energy 17 | 58 | 43 | 51 | 51 | 49 | 49.1 |
| Healthcare 54 | 53 | 54 | 49 | 49 | 45 | 48.1 |
| Utilities 23 | 51 | 42 | 40 | 44 | 50 | 47.5 | 0 |
| Technology 67 | 40 | 52 | 45 | 50 | 42 | 47.2 |
| Materials 18 | 50 | 39 | 58 | 52 | 44 | 47.0 | 0 |