INDIVIDUAL VIEW
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Continue with Google →THE LONG VIEW
A considered approach.
How FolioFacts evaluates business quality, valuation scenarios, and investment opportunity.
PORTFOLIO AT A GLANCEPercentage overview
Hidden overlap.
Company exposure across accounts and funds
Across your accounts.
Share of portfolio value by account
Notes from the portfolio.
Signals that deserve a closer look
Sector exposure
All accounts · September reference prices
| Company | Portfolio weight | Average cost / share | Current price | Return on cost | Research zone |
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PORTFOLIO IMPORT
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| Company | Account | Weight | Return | Shares | Cost basis | Value | Price date | Actions |
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Ratings, opportunity scores, and fair values are independent research opinions based on stated assumptions—not personalized investment recommendations. Read our Disclaimer.
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| Watchlist rank | Company | Research tier | Zone | Price used | Quality | Model opportunity | Return to fair value | Fair value | Actions |
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Watchlist ranks compare displayed Opportunity Scores across the full list. Filters keep those ranks; equal scores share a rank. Opportunity Scores remain research-model snapshots.
The company research library.
Explore full company reports, business fundamentals, and valuation analysis. Search by name, ticker, or tracking tier.
THE RESEARCH FRAMEWORK
Business quality meets price discipline.
Quality is price independent. Opportunity combines that quality with scenario-based upside, bear-case protection, and confidence. Ownership and cost basis do not affect these scores. Watchlist rank compares the scored companies in that Watchlist.
Model scores, valuation estimates, and price zones are based on assumptions, not guarantees of future performance or individualized advice. Read our Disclaimer.
Quality score
25% business durability
25% moat and competitive position
20% growth runway
15% financial quality
15% management and capital allocation
Opportunity score
30% Quality Score
35% normalized probability-weighted upside
20% normalized bear-case return
15% risk and valuation confidence
Reading the zones
Example: P/W fair value $150 · Bear fair value $80Up to $88: min($150 ÷ 1.50, $80 × 1.10). The stricter bear-case condition sets the boundary.
At least 50% upside to P/W fair value, with price no more than 10% above bear-case fair value.
Example: P/W fair value $150 · Bear fair value $80Above $88 through $120: the Buy ceiling is $150 ÷ 1.25.
At least 25% upside to P/W fair value, above the Strong Buy boundary.
Example: P/W fair value $150 · Bear fair value $80Above $120 through approximately $166.67. The upper boundary is $150 ÷ 0.90.
Modeled return from approximately −10% to below +25%.
Example: P/W fair value $150 · Bear fair value $80Above approximately $166.67: price exceeds $150 ÷ 0.90.
More than 10% downside to P/W fair value.
Risk-adjusted view. This framework balances expected upside, downside risk and valuation confidence. Zones may be less reliable for companies priced mainly on future potential rather than current fundamentals.
Research review triggers
- Quarterly resultsEarnings, updated guidance and changes in operating performance.
- Zone crossingPrice moves into a different valuation zone.
- Return changeP/W expected return shifts by at least 10 percentage points.
- Thesis changeMaterial developments in the business, competition, management or capital allocation.
These prompt a review of the research and Opportunity Score. Watchlist ranks are calculated automatically from the scores currently displayed.