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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
1.57%
Dividend Yield
Annualized4.90%
Return Since Inception
March 9, 2023-0.10%
1 Month Return
15.40%
LTM Volatlity
0.00
Equity Beta
0.01
Sharpe Ratio
Portfolio Factor Styles
Asset Breakdown
Asset Class | Count |
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Geographic Exposure
Geography | Count |
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Portfolio Performance
ETF Holdings
ID | Ticker | Name | MER | Issuer | Asset | Score | Weighting |
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Stock Holdings
ID | Ticker | Name | Weighting |
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