InvestMoat

IM25

The IM25

25 high-conviction positions selected for moat durability, growth scaling, and valuation discipline. Higher-scoring positions receive proportionally larger allocations (max 10% per position).

Visual Allocation

By sector

26%19%19%PORTFOLIO8 Sectors
Software & Platforms
AI & Semiconductors
Financials
Energy & Utilities
Industrials
Digital Assets
Healthcare
Hard Assets

Strategy Summary

Positions

25

Composite

≥ 80

Moat floor

≥ 70

Today

Est. 1-Year Return

Weighted avg

Holdings

Allocation Breakdown

#
Holding
Score
Wt.

Watchlist

Near the Top 25

25

The next 25 highest-ranked names that fell outside the 25-position portfolio. Worth tracking — a moat upgrade, growth re-acceleration, or valuation reset could promote them.

#
Holding
Score