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Fire Insurance


It's March 2017. The market has been riding high. Could keep going, but SG thinks Snap IPO could be the 'spark' that starts the house fire. So this list is meant to be cautious. Mostly core holdings at a discount. MKL - At market highs, its safe to buy quality. TM - I just really want to own this stock KR - I'm a believer CTL - this is the one I might regret. They are buying LVL3, so partly I just want to be in on that. How can the company that owns the infrastructure of the internet not be a winner? TGT - My wife loves target. If retailers start dying off, I think Target survives See more
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Motif Index 1 YR Return
Fire Insurance Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
40.6% Services 14.6%
24.7% Target Corporation TGT 35.4%
15.9% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
22.9% Financial 16.2%
22.9% Markel Corporation MKL 16.2%
22.2% Consumer Goods 15.1%
22.2% Toyota Motor Corp TM 15.1%
14.3% Technology 18.2%
14.3% 8xxxxxxxxxx 8xxx 8xx 88.8%

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