WarrenBuffet-CF's Factsheet • January 31, 2026

WarrenBuffet-CF avatar

WarrenBuffet-CF
🇬🇧 Stock Smart Portfolio.
3,235 copiers.
JANUARY
-0.23%
1 YEAR
+13.02%
2 YEARS
+36.24%
5 YEARS
+72.99%
ANNUALIZED RETURN
+11.07%
TRACK RECORD
9.2 years

About WarrenBuffet-CF

Warren Buffett is an American business magnate, investor and philanthropist. Some consider him to be one of the most successful investors in the world. Buffett is the chairman, CEO and largest shareholder of Berkshire Hathaway, and is consistently ranked among the world's wealthiest people. Buffett is often referred to as the "Oracle of Omaha" and is noted for his adherence to value investing and personal frugality despite his immense wealth.

The WarrenBuffet-CF Smart Portfolio consists of stocks in which Berkshire Hathaway, Buffet's holding company, are invested according to the latest SEC filings provided by TipRanks. The portfolio offers exposure to a broad range of sectors, including technology, health and finance, among others.

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

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    3,235

    Assets Under Copy

    $5M+

    Risk Score

    3

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -26.89%
      		Jan 2020Aug 20207
      -20.99%
      		Jan 2022Jul 202318
      -17.62%
      		Feb 2018Oct 201920
      -12.17%
      		Aug 2023Dec 20234
      -10.97%
      		Sep 2020Nov 20202
      -8.98%
      		Mar 2025Aug 20255
      -3.79%
      		Sep 2021Oct 20211
      -2.92%
      		Jan 2021Mar 20212
      -2.47%
      		Mar 2017Oct 20177
      -2.17%
      		Dec 2024Feb 20252
      -1.48%
      		Oct 2024Nov 20241
      -1.36%
      		Jan 2024May 20244
      -0.53%
      		May 2021Jun 20211
      -0.51%
      		Dec 2025-2

      Performance Metrics

      Score 3.9/10

      Beta

      1.09
      1.09
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.54
      0.54
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      0.83
      0.83
      0
      1
      2
      3
      3

      Jensen's Alpha

      -2.52
      -2.52
      -3
      0
      2
      4.5
      4.5

      Omega Ratio

      0.87
      0.87
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      0.77
      0.77
      0
      0.75
      1.25
      2
      2

      Information Ratio

      -0.19
      -0.19
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      0.42
      0.42
      0
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💰 Finance
        36.49%
      • 💻 Electronic Technology
        22.27%
      • 🍞 Consumer Non Durables
        14.14%
      • ⛏️ Energy Minerals
        12.06%
      • 💼 Commercial Services
        4.54%
      • 🖥️ Technology Services
        3.15%
      • 🛍️ Retail Trade
        2%
      • 🏥 Health Services
        1.78%
      • 💵 Cash
        1.58%
      • 💇‍♀️ Consumer Services
        1.36%
      • 🪨 Non Energy Minerals
        0.41%
      • 📦 Distribution Services
        0.31%
      • 🚗 Consumer Durables
        0.28%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        68.07%
      • 🇺🇸 Nasdaq
        30.72%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        94.85%
      • 🇨🇭 Switzerland
        3.43%
      • 🇮🇪 Ireland
        0.51%

      Dividends

      Dividend Yield

      1.59%

      24 out of 27 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $KHC (6.53%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CVX
      CVX
      0.29%
      3.75%
      $6.28
      KO
      KO
      0.27%
      2.57%
      $1.89
      BAC
      BAC
      0.23%
      2.13%
      $0.96
      AXP
      AXP
      0.19%
      1%
      $2.6
      KHC
      KHC
      0.18%
      6.53%
      $1.6
      AAPL
      AAPL
      0.08%
      0.38%
      $0.97
      OXY
      OXY
      0.08%
      1.93%
      $0.8
      SIRI
      SIRI
      0.05%
      5.16%
      $0.1
      CB
      CB
      0.04%
      1.15%
      $3.49
      MCO
      MCO
      0.04%
      0.84%
      $3.24
      KR
      KR
      0.02%
      2.03%
      $1.16
      STZ
      STZ
      0.02%
      2.64%
      $3.68
      UNH
      UNH
      0.02%
      3.08%
      $7.74
      ALLY
      ALLY
      0.01%
      2.89%
      $1.2
      VRSN
      VRSN
      0.01%
      1.48%
      -
      COF
      COF
      0.01%
      1.37%
      $2.4
      V
      V
      0.01%
      0.8%
      $2.01
      DPZ
      DPZ
      0.01%
      1.72%
      $5.44
      POOL
      POOL
      0.01%
      2.3%
      $4.5
      GOOGL
      GOOGL
      0.01%
      0.27%
      $0.2
      NUE
      NUE
      0.01%
      1.27%
      $2.13
      LEN
      LEN
      0.01%
      1.81%
      $1.75
      MA
      MA
      0%
      0.64%
      $2.46
      AON
      AON
      0%
      0.94%
      $2.52

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of January 31, 2026)

      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