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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 RTN Since Creation
Fire Insurance Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
42.7% Services 1.1%
24.8% Target Corporation TGT 12.4%
17.9% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
22.4% Consumer Goods 14.7%
22.4% Toyota Motor Corp TM 14.7%
21.1% Financial 25.4%
21.1% Markel Corporation MKL 25.4%
13.7% Technology 23.1%
13.7% 8xxxxxxxxxx 8xxx 8xx 88.8%

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