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Thanks for the link. Interesting "white" paper and I think it is well written and concise. I am ok for a plug if it brings value to the table. As for value investor -- the current stats on my portfolio which are also based on another Buffett port analysis (along with my own special sauce):

ROE 30% (29.96)
FWD PE 11.6

ROE/PE = 2.6X (assuming it is forward earnings / not 100% clear)


EPS growth 7.6%
Yield: 3.7%

[data from M*]

This port has 31 names currently (ABT spin out of ABBV) which is a level of concentration I am comfortable with -- 6 might be a little too much. I would note that my "group" is developed similarly that I took ~50-55 names and ranked them based on 5 criteria -- (valuation, volatility, invested capital growth, dividend yield, and profitability)

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