Warren Buffett Value Portfolio
Dennis Saerbeck
| dennisluxx
Last Login: 03/12/2021
+14.0%
since 11/17/2018
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Performance (1yr)
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Volatility (1yr)
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Trading Idea
Warren Buffett's / Berkshire Hathaway’s investment portfolio has quite a following as many consider it as the holy grail in value investing. This Wikifolio will be an exact mirror to Buffett's top 20 holdings and will be updated as soon as new holding are announced. Needless to say, this Wikifolio takes a long-term value investing approach based on fundamentals and prospects of individual stocks. While I tend to refrain from investing in financial services stocks, Buffet is a fan of banks, shown by his large portfolio distributions in Bank of America (11.7%) and Wells Fargo (10.5%).
Master data
Symbol
WF000WBUFF
Date created
11/17/2018
Index level
-
High watermark
113.6