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Warren Buffett Value Portfolio

Dennis Saerbeck

 | dennisluxx

Last Login: 04/30/2025


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+14.0%
since 11/17/2018

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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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

Investment Universe

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For the composition of the virtual portfolio click here.