Berkshire Hathaway, WarrenBuffet-CF
piIndication.tooltipPi0
4.09% -1.26%Last Trading Day
Last 12M
CopyPortfolio Methodology

This CopyPortfolio is based on the public SEC filings of Berkshire Hathaway provided by TipRanks.


CopyPortfolios™ is a portfolio management product by eToro

Warren Buffett is an American business magnate, investor and philanthropist. He is considered by some to be one of the most successful investors

<p> 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 for his personal frugality despite his immense wealth.</p><br> <p>Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in various business activities including property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, retailing and services. </p><br> <p>The rebalancing of this Portfolio is performed on a Quarterly basis by the Portfolio Manager of eToro (Europe) Ltd. The weights of the assets may change at any time by eToro at the sole discretion of the Portfolio Manager</p> ... Show More
Asset Allocation
Created with Highcharts 4.2.7 /Highstock 4.2.7
Assets
AAPL 17.91%
WFC 12.15%
KHC 10.46%
BAC 9.56%
KO 9.53%
Other 30.23%
Performance
Performance
This card shows the CopyPortfolio’s past performance in a way that is simple to understand.

The monthly returns calculate the user’s change in equity from the beginning of the month until the end of the month and offsets any deposits/withdrawals. The yearly figures are calculated by compounding the monthly returns throughout the year.

Note: Stats are updated on a daily basis at 00:00 GMT.

Please click here for the full details and the exact formulas used.

-3.27%
October
2018
-2.73%
September
2018
3.04%
August
2018
3.74%
July
2018
0.92%
June
2018
2.93%
May
2018
-1.28%
April
2018
-4.28%
March
2018
-5.29%
February
2018
3.87%
January
2018
5.290.00-5.29
Total
DecDecember
NovNovember
OctOctober
SepSeptember
AugAugust
JulJuly
JunJune
MayMay
AprApril
MarMarch
FebFebruary
JanJanuary
Year
-2.88
-3.27
-2.73
3.04
3.74
0.92
2.93
-1.28
-4.28
-5.29
3.87
2018
11.30
1.55
2.93
2.54
1.33
-1.41
0.54
0.99
0.13
-1.00
-1.48
2.92
1.87
2017
7.70
2.78
4.26
-0.24
-2.72
2.12
0.50
-2.02
2.49
-0.21
4.30
0.95
-4.37
2016
-7.70
-1.57
-0.18
4.85
-3.36
-5.84
1.46
-2.07
0.87
0.96
-1.55
4.70
-5.60
2015
6.18
-0.04
2.95
-0.32
-0.60
2.61
-2.74
2.14
0.82
0.79
1.66
3.79
-4.72
2014
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Past performance is not indicative of future results. *Back-tested results
Risk
The Risk Score formula includes the total allocation of the user’s portfolio, the leverage they are using, the overall volatility of the Markets they trade and the correlation between them. The risk score is calculated using a special formula we’ve developed right here in eToro. The score is calculated for each user from 1 to 10, where 1 is the lowest possible risk and 10 is the highest possible risk. Please visit this blog post explaining how the Risk Score is calculated.
Last 7d Risk Score - Shows the average risk score for the last 7 days.
Monthly Avg. Risk Score - Shows the average monthly risk score for each of the last 12 months.
Monthly Max Risk Score - Shows the maximum risk score for each of the last 12 months.
Max Drawdown - Shows the maximum amount that the user has lost from their overall portfolio during a given period in the last year.

To learn more click here
Average Risk Score of the Last 7 Days
November 2017
Avg. Risk
Max Risk
December 2017
Avg. Risk
Max Risk
January 2018
Avg. Risk
Max Risk
February 2018
Avg. Risk
Max Risk
March 2018
Avg. Risk
Max Risk
April 2018
Avg. Risk
Max Risk
May 2018
Avg. Risk
Max Risk
June 2018
Avg. Risk
Max Risk
July 2018
Avg. Risk
Max Risk
August 2018
Avg. Risk
Max Risk
September 2018
Avg. Risk
Max Risk
October 2018
Avg. Risk
Max Risk
Avg. Monthly Risk Score (1Y)
Max Drawdown
-4.50% Daily
-7.02% Weekly
-12.78% Yearly
Investors
Investors - Shows the current amount of users investing in this CopyPortfolio.
Investors Chart - Shows the number of investors at each point during the past year.
Investors Trend - Shows the change in investors over the last 7 days.
Assets Under Management - Shows the total amount of money from eToro clients that is currently being used to invest in this fund.

To learn more click here
Investors
45
-3 (-6.25%)Investors Last 7d
AUM Range
$300K-$1M
Assets Under Management
Allocation/Exposure
This card shows the CopyPortfolio's asset distribution over time. each period shown is the interval between rebalancing events, and you can see the asset distribution in two ways:

Allocation - Shows the top dominant investments (markets or people) that the fund had during the period. The rest of the CopyPortfolio's investment is aggregated under "Other"

Net Exposure - Shows the top dominant markets that the CopyPortfolio is exposed to relative to its total equity. The rest of the market exposure is aggregated under "Other"
Allocation/Exposure (01/09/2018-01/12/2018)
Created with Highcharts 4.2.7 /Highstock 4.2.71. Sep3. Sep5. Sep7. Sep9. Sep11. Sep13. Sep15. Sep17. Sep19. Sep21. Sep23. Sep25. Sep27. Sep29. Sep1. Oct3. Oct5. Oct7. Oct9. Oct11. Oct13. Oct0255075100125
2.09%
10.90%
2.67%
12.63%
2.03%
9.93%
9.91%
8.12%
18.52%
16.51%

MCO

2.09%

KHC

10.9%

USB

2.67%

WFC

12.63%

PSX

2.03%

KO

9.93%

BAC

9.91%

AXP

8.12%

AAPL

18.52%

Other

16.51%