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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

Annualized

4.90%

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

Geographic Exposure

Geography Count

Portfolio Performance

ETF Holdings

ID Ticker Name MER Issuer Asset Score Weighting

Stock Holdings

ID Ticker Name Weighting