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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
43.9% Services 51.9%
26.5% Target Corporation TGT 55.0%
17.4% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
20.9% Financial 15.5%
20.9% Markel Corporation MKL 15.5%
18.6% Consumer Goods 3.9%
18.6% Toyota Motor Corp TM 3.9%
16.6% Technology 38.2%
16.6% 8xxxxxxxxxx 8xxx 8xx 88.8%

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