David Rolfe - Wedgewood Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $496.46M |
Wedgewood Partners Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.5 years | Style | Average duration positions are maintained |
| Position Count | 21 | Style | Number of active positions in portfolio |
| Position Size | 5.2% | Risk | Typical allocation per position |
| Win Rate | 61.1% | Performance | Percentage of profitable positions |
| Average Return | 5.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.25 | Performance | Return per unit of risk taken |
Investment Case Study: TAIWAN SEMICONDUCTOR MANUFA (TSM)
6/30/2022 - 8/4/2025
Performance Metrics
Total Return: -21.07%
Holding Period: 1131 days
Max Position Size: $28,574.00
Position Weight: 4.94%
Key Events
6/30/2022: INCREASE(2,308.00 shares) @ $0.08
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure