0.0%in checked holdings with a warning filing in the last 12 months
100.0%checked (the 5 largest matched holdings)
5stocks · 100.0% matched to an SEC filer
Health HarborThis portfolio sails as: Sound ship
Sailing speed follows growth: 3.4% a year crosses the harbor in 70 seconds.
the 10 largest holdings are 100% of the portfolio
Boat condition = number of warning signs: warning filings ≥ 5% of the portfolio; liabilities over assets ≥ 10%; slow and jumpy ≥ 30%; top 10 ≥ 60%; revenue ranges ≥ ±20%. A picture of the signs, not a rating and not investment advice.
Actuarial summary
Measure
Value
What it means
Warning share
0.0%
Share of the portfolio in companies that filed a warning event in the last 12 months. Lower is healthier.
Top-10 weight
100.0%
How much the 10 largest holdings carry. Higher means more rides on a few names.
Effective holdings
5
The portfolio behaves like this many equal holdings (1 ÷ Σ weight²). Higher is more diversified.
Largest sector
Consumer 40%
Of the holdings checked. Consumer 40% · Materials 20% · Health care 20% · Energy 20%.
Revenue range
±7.1%
Weighted width of Edgarette’s tested 80% revenue ranges, on the 80% of the portfolio she covers. Narrower is more predictable.
Checked
100.0%
Share of the portfolio Health Watch has read.
Cash conversion
18.9%
Operating cash as a share of revenue, weighted. Higher = money arrives faster.
Growth speed
3.4% a year
Revenue growth per year over three years, weighted. The long-term engine.
Dividend payers
75% · raised 75%
Share of the covered portfolio in companies paying a common dividend, and raising it.
Equity ratio
33.1%
Equity as a share of assets, weighted. Higher = less owed to others.
Liabilities over assets
0.0%
Share of the covered portfolio in companies whose liabilities exceed assets (often from buybacks, not always distress).
Cash Compass
🐄 Now 50%🐂 Steady 25%🌊 Between 25%
Speed and steadiness
Slow · steady 75%Fast · steady 25%
Inside view (own filings) and outside view (same-size peers) must agree · covers 80% of the portfolio · a description, not advice.
Risks to watch
Concentrated: the 10 largest holdings are 100% of the portfolio.
Behaves like about 5 equal holdings (effective number), so a few companies drive the result.
Sector concentration: 40% of the checked holdings are Consumer.
Holdings are as of today; the portfolio may have changed since.
Weights are shares of the stock holdings; funds are looked through to their latest SEC holdings report (top 100 itemized, the rest counted as spread thin). Holdings are matched to SEC filers by ticker or name; the measures cover the matched share shown. Display only: a description from SEC filings, not a rating and not investment advice. Nothing pasted here is stored.
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Committee brief · Edgar & Edgarette · POPS4 Filing Boards
Test case: Five long-time dividend payers
Prepared 2026-09-26 · holdings as entered · 5 stock holdings, 100.0% matched to SEC filers
Health Harbor: Sound ship (one warning sign): the 10 largest holdings are 100% of the portfolio.
Measures
Warning share
0.0%
Checked by Health Watch
100.0%
Top-10 weight
100.0%
Effective holdings
5
Largest sector
Consumer 40%
Revenue range (80%)
±7.1%
Cash conversion
18.9%
Growth, 3-yr a year
3.4%
Dividend payers
75% · raised 75%
Equity ratio
33.1%
Liabilities over assets
0.0%
Covered by speed and cash
80.0%
Cash Compass
🐄 cash cow now 50% · 🐂 steady earner 25% · 🌊 in between 25%. Each holding read through its own filings (inside view) and against same-size peers (outside view); a label needs both to agree.
Holdings with warning filings, last 12 months
None among the holdings checked.
Risks to watch
Concentrated: the 10 largest holdings are 100% of the portfolio.
Behaves like about 5 equal holdings (effective number), so a few companies drive the result.
Sector concentration: 40% of the checked holdings are Consumer.
Holdings are as of today; the portfolio may have changed since.
