WarrenBuffet-CF
Smart Portfolio
Dear Investors, Here is your monthly update for August 2025 ✨ Global markets saw record highs during the month as strong earnings, solid economic data, and tech giants fueled optimism. Artificial intelligence dominated the spotlight, with companies like Nvidia and Palantir reporting booming revenues on the back of massive AI investments. While excitement around AI grew, performance across sectors was mixed, with some areas struggling, central banks signaling potential rate cuts, and crypto markets swinging between sharp gains and steep pullbacks. 💭 Find out more about what happened in August with eToro's Smart Portfolios Monthly summary here: etoro.turtl.co/story/etoros-investment-office-performance-report-aug25 Performance Stats: @WarrenBuffet-CF-> August: 6.59% , QTD: 6.03% YTD: 5.15% Benchmark (SPX - S&P 500 INDEX) -> August: 1.91% , QTD: 4.11% YTD: 9.84% Best Performer: $UNH (UnitedHealth) 24.17% Worst Performer: $STZ (Constellation Brands Inc) -3.05% Portfolio Indicated Dividend Yield: 1.64% Some of the assets inside the @WarrenBuffet-CF Smart Portfolio are: $BAC (Bank of America Corp) , $CVX (Chevron) , $KO (Coca-Cola) , $AXP (American Express CO) , $COF (Capital One Financial Corp) , $CB (Chubb Corp) , $MCO (Moody's Corp.) , $AON (Aon plc) , $OXY (Occidental Petroleum Corp) , $KR (Kroger Co) , $LEN (Lennar Corp) ❓ Check out the portfolio fact sheet by clicking the following link: bullaware.com/factsheet/WarrenBuffet-CF This Smart Portfolio is a long-term investment vehicle. Therefore, since market trends can change over time, you should set realistic goals and assess your investment performance over a prolonged period. Please remember past performance is not indicative of any future performance.