JUNE
+3.96%
YEAR TO DATE
-2.11%
1 YEAR
+2.58%
5 YEARS
+17.66%
ANNUALIZED RETURN
+9.28%
TRACK RECORD
2.2 years
About BillAckman13F
Bill Ackman is a billionaire hedge fund manager and founder of Pershing Square Capital Management. Known for his bold and controversial investment style, Ackman has made a significant impact as an activist investor. With an inclination for unconventional strategies, he has achieved notable success in the finance industry.
The BillAckman13F portfolio, based on the latest U.S. SEC Form 13F investment filings, provides investors with a targeted selection of stocks featuring a low number of holdings. With a deliberate approach, this portfolio allows investors to gain specific exposure to sectors and industries, potentially benefiting from Bill Ackman's strategic expertise.
The minimum investment amount for this portfolio is $500.
The BillAckman13F portfolio, based on the latest U.S. SEC Form 13F investment filings, provides investors with a targeted selection of stocks featuring a low number of holdings. With a deliberate approach, this portfolio allows investors to gain specific exposure to sectors and industries, potentially benefiting from Bill Ackman's strategic expertise.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
94
Assets Under Copy
$100K-$300K
Risk Score
6
Type
Smart Portfolio
Copiers
94
Assets Under Copy
$100K-$300K
Risk Score
6
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.33% | Dec 2024 | - | 7 |
-10.13% | Aug 2023 | Dec 2023 | 4 |
-2.2% | Jul 2024 | Sep 2024 | 2 |
-1.67% | Oct 2024 | Nov 2024 | 1 |
-1.38% | Apr 2024 | Jun 2024 | 2 |
Performance Metrics
Score 2.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-9.38
-9.38
-10
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-9.38
-9.38
-10
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.66%
- 🚚 Transportation28.86%
- 💇♀️ Consumer Services27.38%
- 🖥️ Technology Services13.94%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE85.9%
- 🇺🇸 Nasdaq13.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.5%
- 🇨🇦 Canada39.35%
Dividends
Dividend Yield
0.63%
6 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QSR (3.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.4% | 3.47% | $2.26 |
 BN.US | 0.09% | 0.49% | $0.3 |
 CP | 0.06% | 0.72% | $0.56 |
 GOOG | 0.04% | 0.44% | $0.2 |
 GOOGL | 0.03% | 0.44% | $0.2 |
 HLT | 0.01% | 0.22% | $0.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CP | Pay Day | Jul 28, 2025 | $0.16 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results