EWachenheim-CF avatar

EWachenheim-CF
🇬🇧 Stock Smart Portfolio.
479 copiers.
JUNE
+7.92%
YEAR TO DATE
+1.3%
1 YEAR
-6.76%
5 YEARS
+109.3%
ANNUALIZED RETURN
+11.92%
TRACK RECORD
8.6 years

About EWachenheim-CF

Edgar Wachenheim is Chairman & Chief Compliance Officer at Greenhaven Associates Inc and has been affiliated with Greenhaven Associates Inc since January-1988. Greenhaven Associates, Inc. is a registered investment advisory firm located in New York that manages over 5 billion dollars in AUM and has 6 employees, of which 3 perform investment advisory functions.

The EWachenheim-CF Smart Portfolio consists of stocks of companies in which Greenhaven Associates is invested according to the latest SEC filings provided by TipRanks. These sectors include finance, energy and automotive, among others.

The minimum investment for the EWachenheim-CF Smart Portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    479

    Assets Under Copy

    $1M-$2M

    Risk Score

    6

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -39.31%
      Feb 2020Nov 20209
      -36.77%
      Jan 2022Dec 202323
      -29.03%
      Feb 2018Jan 202023
      -21.42%
      Dec 2024-7
      -9.66%
      Sep 2021Dec 20213
      -6.71%
      Apr 2024Jul 20243
      -3.7%
      Oct 2024Nov 20241
      -2.17%
      Jun 2021Aug 20212
      -1.77%
      May 2017Jun 20171
      -0.1%
      Mar 2017Apr 20171
      -0.1%
      Aug 2017Sep 20171
      -0.05%
      Jan 2024Feb 20241

      Performance Metrics

      Score 3.8/10

      Beta

      1.43
      1.43
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.48
      0.48
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      0.71
      0.71
      0
      1
      2
      3
      3

      Jensen's Alpha

      -2.99
      -2.99
      -3
      0
      2
      4.5
      4.5

      Omega Ratio

      1.09
      1.09
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      0.75
      0.75
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.11
      0.11
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.31
      0.31
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🚗 Consumer Durables
        48.77%
      • 💰 Finance
        25.49%
      • 📦 Distribution Services
        8.06%
      • 🪨 Non Energy Minerals
        7.69%
      • 💵 Cash
        4.97%
      • 🛠️ Producer Manufacturing
        4.5%
      • 🏭 Industrial Services
        0.97%
      • 💼 Commercial Services
        0.15%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        84.13%
      • 🇬🇧 LSE
        7.69%
      • 🇺🇸 Nasdaq
        3.81%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        95.48%
      • 🇧🇲 Bermuda
        0.15%

      Dividends

      Dividend Yield

      1.65%

      12 out of 13 instruments pay dividend.

      2 dividend payments in the next 30 days.

      Highest Dividend: $LEA (2.97%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      C
      C
      0.64%
      2.52%
      $2.12
      LEN
      LEN
      0.35%
      1.82%
      $1.75
      CRH.L
      CRH.L
      0.12%
      1.61%
      $1.61
      LEA
      LEA
      0.1%
      2.97%
      $3.08
      TOL
      TOL
      0.1%
      0.82%
      $0.86
      AVT
      AVT
      0.09%
      2.35%
      $1.24
      PHM
      PHM
      0.09%
      0.79%
      $0.76
      OSK
      OSK
      0.08%
      1.56%
      $1.74
      MTH
      MTH
      0.04%
      2.28%
      $2.04
      NOV
      NOV
      0.02%
      2.29%
      $0.23
      TEX
      TEX
      0.02%
      1.37%
      $0.68
      G
      G
      0%
      1.4%
      $0.58

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share
      TOL
      TOL
      Ex-Dividend
      Jul 11, 2025
      $0.25
      LEN
      LEN
      Pay Day
      Jul 18, 2025
      $0.50
      TOL
      TOL
      Pay Day
      Jul 25, 2025
      $0.25

      Portfolio Holdings

      (As of June 30, 2025)

      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