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Portfolio Objective
Warren Buffett is one of the most prolific investors. He's a Value investor - someone who focuses on buying companies that are trading below their peers or versus their intrinsic value.
Value
0.22%
Dividend Yield
Annualized6.70%
Return Since Inception
March 9, 2023-1.90%
1 Month Return
21.60%
LTM Volatlity
1.18
Equity Beta
0.20
Sharpe Ratio
Portfolio Factor Styles
Asset Breakdown
| Asset Class | Weight |
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Geographic Exposure
| Geography | Weight |
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Portfolio Performance
ETF Holdings
| ID | Ticker | Name | MER | Issuer | Asset | Score | Weighting |
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Funds
| ID | Ticker | Name | Weighting |
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Stock Holdings
| ID | Ticker | Name | Weighting |
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