WarrenBuffet-CF's Factsheet • May 31, 2026
MAY
+2.03%
YEAR TO DATE
+5.32%
1 YEAR
+18.85%
5 YEARS
+61.42%
ANNUALIZED RETURN
+11.29%
TRACK RECORD
9.5 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.
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
3,173
Assets Under Copy
$5M+
Risk Score
3
Type
Smart Portfolio
Copiers
3,173
Assets Under Copy
$5M+
Risk Score
3
Trades
Most Traded
+9Win Rate
Trade Stats
Average Profit: +11.93%
Average Duration: 424 days
Long Positions: 100%
Average Leverage: 1x
Trades during May 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY SIRI | +24.41% | 2 months | 2 months ago | $20.97 | $26.09 | +6.52% |
 BUY VRSN | +39.53% | 2 months | 2 months ago | $218.05 | $304.19 | -5.98% |
 BUY DVA | +87.83% | 2 years | 2 months ago | $106.02 | $199.145 | -4.18% |
 BUY CB | +20.13% | 9 months | 2 months ago | $273.98 | $329.15 | -5.12% |
 BUY NUE | +53.27% | 9 months | 2 months ago | $146.34 | $224.3 | +13.69% |
BUY KR | -3.68% | 9 months | 2 months ago | $70.14 | $67.56 | -8.23% |
 BUY KO | +16.13% | 9 months | 2 months ago | $69.81 | $81.0716 | -4.89% |
BUY CVX.US | +20.41% | 1 year | 2 months ago | $159.91 | $192.5549 | -2% |
 BUY BAC | +28.05% | 1 year | 2 months ago | $39.5499 | $50.645 | +4.57% |
BUY DVA | +34.65% | 2 months | 2 months ago | $148.08 | $199.41 | -4.3% |
BUY CB | +23.94% | 1 year | 2 months ago | $265.47 | $329.05 | -5.09% |
BUY KR | +3.05% | 1 year | 2 months ago | $65.53 | $67.54 | -8.2% |
BUY CVX.US | +5.17% | 2 months | 2 months ago | $182.93 | $192.38 | -1.91% |
BUY CVX.US | +26.47% | 2 years | 2 months ago | $152.08 | $192.3393 | -1.89% |
BUY CVX.US | +39.52% | 12 months | 2 months ago | $137.94 | $192.4483 | -1.95% |
BUY CVX.US | +22.78% | 6 months | 2 months ago | $156.73 | $192.4263 | -1.94% |
BUY CVX.US | +23.73% | 1 year | 2 months ago | $155.5 | $192.4007 | -1.92% |
BUY CVX.US | +23.97% | 9 months | 2 months ago | $155.2 | $192.4009 | -1.92% |
BUY DPZ | -20.94% | 2 months | 2 months ago | $383.5 | $303.2 | +1.36% |
BUY UNH | +18.37% | 6 months | 2 months ago | $325.78 | $385.6 | +3.27% |
BUY MA | +7.36% | 1 year | 2 months ago | $465.82 | $500.11 | -4.02% |
BUY MA | +47.39% | 3 years | 2 months ago | $339.31 | $500.11 | -4.02% |
BUY V | +59.5% | 3 years | 2 months ago | $206.84 | $329.9052 | -3% |
BUY V | 0% | 6 months | 2 months ago | $329.9299 | $329.92 | -3.01% |
 BUY POOL | -44.5% | 9 months | 2 months ago | $320.25 | $177.7278 | +1.21% |
BUY V | -6.96% | 1 year | 2 months ago | $354.6699 | $329.98 | -3.02% |
BUY MA | -3.57% | 1 year | 2 months ago | $518.26 | $499.8015 | -3.96% |
BUY STZ | +10.68% | 6 months | 2 months ago | $132 | $146.13 | -5.91% |
BUY STZ | -24.14% | 12 months | 2 months ago | $192.53 | $146.0482 | -5.85% |
 BUY AMZN | +188.44% | 3 years | 2 months ago | $92.71 | $267.4091 | -5.76% |
BUY DPZ | -25.42% | 6 months | 2 months ago | $406.5 | $303.1967 | +1.36% |
BUY V | -4.12% | 9 months | 2 months ago | $344.01 | $329.8043 | -2.97% |
BUY V | +25.08% | 1 year | 2 months ago | $263.5901 | $329.6949 | -2.94% |
BUY MA | -11.19% | 1 year | 2 months ago | $562.67 | $499.72 | -3.95% |
BUY STZ | -13.22% | 9 months | 2 months ago | $168.48 | $146.21 | -5.96% |
BUY AON | -11.22% | 9 months | 2 months ago | $366.8101 | $325.67 | -1.06% |
BUY MA | -5.3% | 2 months | 2 months ago | $527.4 | $499.52 | -3.91% |
BUY V | +2.87% | 2 months | 2 months ago | $320.3999 | $329.62 | -2.92% |
BUY DPZ | -36.92% | 1 year | 2 months ago | $480.66 | $303.1928 | +1.36% |
BUY MA | -8.24% | 6 months | 2 months ago | $544.4 | $499.52 | -3.91% |
BUY UNH | +33.32% | 2 months | 2 months ago | $288.81 | $384.99 | +3.43% |
BUY STZ | -14.76% | 1 year | 2 months ago | $171.4 | $146.0971 | -5.88% |
BUY DPZ | -30.65% | 1 year | 2 months ago | $437.18 | $303.1926 | +1.36% |
BUY MA | -14.3% | 9 months | 2 months ago | $582.92 | $499.62 | -3.93% |
BUY AON | -1.77% | 1 year | 2 months ago | $331.45 | $325.57 | -1.03% |
BUY UNH | +24.48% | 9 months | 2 months ago | $309.07 | $384.7147 | +3.5% |
BUY AON | +7.55% | 3 years | 2 months ago | $302.5801 | $325.4235 | -0.99% |
BUY DPZ | -32.81% | 9 months | 2 months ago | $451.26 | $303.2 | +1.36% |
BUY V | +6.23% | 1 year | 2 months ago | $310.1799 | $329.51 | -2.89% |
BUY AON | -14.06% | 1 year | 2 months ago | $378.82 | $325.55 | -1.03% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.89% | Jan 2020 | Aug 2020 | 7 |
-20.99% | Jan 2022 | Jul 2023 | 18 |
-17.62% | Feb 2018 | Oct 2019 | 20 |
-12.17% | Aug 2023 | Dec 2023 | 4 |
-10.97% | Sep 2020 | Nov 2020 | 2 |
-8.98% | Mar 2025 | Aug 2025 | 5 |
-3.79% | Sep 2021 | Oct 2021 | 1 |
-2.92% | Jan 2021 | Mar 2021 | 2 |
-2.47% | Mar 2017 | Oct 2017 | 7 |
-2.17% | Dec 2024 | Feb 2025 | 2 |
-2.04% | Dec 2025 | Apr 2026 | 4 |
-1.48% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jan 2024 | May 2024 | 4 |
-0.53% | May 2021 | Jun 2021 | 1 |
Performance Metrics
Score 4/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
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
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
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
- 💰 Finance30.94%
- 💻 Electronic Technology25.2%
- 🍞 Consumer Non Durables13.41%
- ⛏️ Energy Minerals11.03%
- 🖥️ Technology Services8.27%
- 💼 Commercial Services3.79%
- 💇♀️ Consumer Services2.12%
- 🏥 Health Services2.04%
- 🚚 Transportation1.08%
- 🛍️ Retail Trade1.07%
- 🪨 Non Energy Minerals0.5%
- 🚗 Consumer Durables0.31%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.02%
- 🇺🇸 Nasdaq37.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.02%
- 🇨🇭 Switzerland3.74%
Dividends
Dividend Yield
1.38%
21 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
KO | 0.27% | 2.53% | $1.89 |
CVX.US | 0.2% | 3.58% | $6.28 |
 AXP | 0.18% | 1.09% | $2.6 |
BAC | 0.17% | 1.81% | $0.96 |
 KHC | 0.16% | 6.23% | $1.6 |
 OXY | 0.1% | 1.75% | $0.8 |
 AAPL | 0.08% | 0.32% | $0.97 |
SIRI | 0.04% | 3.62% | $0.1 |
CB | 0.04% | 1.09% | $3.49 |
 MCO | 0.03% | 0.84% | $3.24 |
KR | 0.03% | 2.53% | $1.16 |
 GOOGL | 0.02% | 0.27% | $0.2 |
 ALLY | 0.01% | 2.8% | $1.2 |
VRSN | 0.01% | 1.13% | - |
 DAL | 0.01% | 0.91% | $0.3 |
 LEN | 0.01% | 2.36% | $1.75 |
 COF | 0.01% | 1.48% | $2.4 |
 NYT | 0% | 1.14% | $0.46 |
NUE | 0% | 0.9% | $2.13 |
 LPX | 0% | 1.56% | $1 |
 GOOG | 0% | 0.27% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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