EWachenheim-CF's Factsheet • February 28, 2026
FEBRUARY
+7.75%
YEAR TO DATE
+15.82%
1 YEAR
+37.7%
5 YEARS
+58.36%
ANNUALIZED RETURN
+13.51%
TRACK RECORD
9.3 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.
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
338
Assets Under Copy
$1M-$2M
Risk Score
5
Type
Smart Portfolio
Copiers
338
Assets Under Copy
$1M-$2M
Risk Score
5
Trades
Most Traded
+5Win Rate
Trade Stats
Average Profit: +33.92%
Average Duration: 433 days
Long Positions: 100%
Average Leverage: 1x
Trades during February 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY MRP | +2.03% | 3 months | 1 month ago | $30.99 | $31.62 | -5.34% |
 BUY LEN.B | +1.36% | 3 months | 1 month ago | $112.27 | $113.81 | -12.71% |
BUY MTH | -10.5% | 1 year | 1 month ago | $89.75 | $80.33 | -13.51% |
BUY TOL | +33.38% | 1 year | 1 month ago | $122.15 | $162.92 | -8.77% |
BUY PHM | +227.53% | 3 years | 1 month ago | $43.46 | $142.34 | -9.96% |
 BUY OSK | +57.53% | 1 year | 1 month ago | $108.9 | $171.55 | -5.33% |
BUY DHI | +18.63% | 3 months | 1 month ago | $141.37 | $167.7 | -10.99% |
 BUY LEA | +22.36% | 1 year | 1 month ago | $112.57 | $137.74 | -11.46% |
 BUY ARW | +19.61% | 1 year | 1 month ago | $129.45 | $154.83 | -6.99% |
BUY NOV | +56.74% | 9 months | 1 month ago | $12.62 | $19.78 | -1.01% |
BUY AVT | +47.2% | 3 years | 1 month ago | $44.93 | $66.14 | -5.23% |
BUY MTH | +10.92% | 1 year | 1 month ago | $72.42 | $80.33 | -13.51% |
BUY TOL | +8.45% | 1 year | 1 month ago | $150.23 | $162.92 | -8.77% |
BUY PHM | +35.03% | 1 year | 1 month ago | $105.41 | $142.34 | -9.96% |
BUY DHI | +18.63% | 3 months | 1 month ago | $141.37 | $167.7 | -10.99% |
BUY AVT | +28.15% | 1 year | 1 month ago | $51.61 | $66.14 | -5.23% |
BUY TEX | +51.19% | 3 months | 1 month ago | $45.89 | $69.38 | -6.5% |
BUY TEX | +27.82% | 1 year | 1 month ago | $54.28 | $69.38 | -6.5% |
BUY TEX | +51.19% | 3 months | 1 month ago | $45.89 | $69.38 | -6.5% |
BUY TEX | +15.9% | 2 years | 1 month ago | $59.86 | $69.38 | -6.5% |
BUY TEX | +22.17% | 2 years | 1 month ago | $56.79 | $69.38 | -6.5% |
BUY IB01.L | +0.96% | 3 months | 1 month ago | $118.24 | $119.38 | +0.1% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.31% | Feb 2020 | Nov 2020 | 9 |
-36.77% | Jan 2022 | Dec 2023 | 23 |
-29.03% | Feb 2018 | Jan 2020 | 23 |
-21.42% | Dec 2024 | Aug 2025 | 8 |
-9.66% | Sep 2021 | Dec 2021 | 3 |
-8.42% | Sep 2025 | Feb 2026 | 5 |
-6.71% | Apr 2024 | Jul 2024 | 3 |
-3.7% | Oct 2024 | Nov 2024 | 1 |
-2.17% | Jun 2021 | Aug 2021 | 2 |
-1.77% | May 2017 | Jun 2017 | 1 |
-0.1% | Mar 2017 | Apr 2017 | 1 |
-0.1% | Aug 2017 | Sep 2017 | 1 |
-0.05% | Jan 2024 | Feb 2024 | 1 |
Performance Metrics
Score 4.1/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables67.05%
- 📦 Distribution Services9.67%
- 🧬 Health Technology7.11%
- 🏭 Industrial Services6.25%
- 💰 Finance4.58%
- 🛠️ Producer Manufacturing4.08%
- 🧩 Miscellaneous1.07%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE94.18%
- 🇺🇸 Nasdaq4.56%
- 🇬🇧 LSE1.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.74%
Dividends
Dividend Yield
1.59%
14 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MRP (9.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LEN | 0.44% | 2.23% | $1.75 |
MRP | 0.25% | 9.53% | - |
DHI | 0.11% | 1.17% | $1.15 |
TOL | 0.11% | 0.7% | $0.86 |
OSK | 0.11% | 1.38% | $1.74 |
PHM | 0.1% | 0.78% | $0.76 |
LEA | 0.1% | 2.5% | $3.08 |
 SLB | 0.09% | 2.24% | $1.05 |
AVT | 0.09% | 1.9% | $1.24 |
 BAX | 0.07% | 2.01% | $1.16 |
MTH | 0.05% | 2.65% | $2.04 |
NOV | 0.03% | 1.65% | $0.23 |
LEN.B | 0.02% | 2.29% | $1.75 |
 TFX | 0% | 1.08% | $1.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MRP | Pay Day | Apr 15, 2026 | $0.76 |
LEN | Ex-Dividend | Apr 22, 2026 | $0.50 |
LEN.B | Ex-Dividend | Apr 22, 2026 | $0.50 |
TOL | Pay Day | Apr 24, 2026 | $0.26 |
LEN | Pay Day | May 6, 2026 | $0.50 |
LEN.B | Pay Day | May 6, 2026 | $0.50 |
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