Bill and Melinda Gates Foundation
Bill and Melinda Gates Foundation @BillGates13F

Smart Portfolio Methodology

Making wise investment decisions requires being in the know – but in today's data-driven world, sorting through an overabundance of information alone can be daunting. By mirroring the proven strategies of renowned investment managers, the average investor can leverage the power of replication to unlock

... Show More
Our Monthly ReportFact Sheet Disclaimer

Performance
2025

6.06%0.00-6.06%
1.57%
November 2025
-0.84%
October 2025
0.76%
September 2025
-0.55%
August 2025
1.39%
July 2025
1.55%
June 2025
6.06%
May 2025
1.04%
April 2025
-2.04%
March 2025
1.26%
February 2025
3.07%
January 2025
Dec December
Nov November
Oct October
Sep September
Aug August
Jul July
Jun June
May May
Apr April
Mar March
Feb February
Jan January
13.84%
1.57%
-0.84%
0.76%
-0.55%
1.39%
1.55%
6.06%
1.04%
-2.04%
1.26%
3.07%
2025
10.64%
-6.13%
5.58%
-2.91%
0.63%
3.54%
-1.87%
1.64%
4.08%
-5.95%
3.23%
5.78%
3.51%
2024
25.19%
3.08%
8.43%
1.05%
-3.58%
-2.45%
0.08%
5.81%
0.90%
3.33%
6.96%
-2.45%
2.31%
2023
-4.78%
-4.71%
9.04%
5.17%
-6.60%
-2.97%
7.01%
-7.87%
-2.69%
-6.08%
10.34%
-2.21%
-1.09%
2022
21.56%
6.70%
-4.18%
5.67%
-4.78%
2.77%
-0.35%
-2.79%
3.87%
4.15%
4.59%
6.81%
-1.78%
2021
11.54%
0.19%
12.46%
-3.70%
-1.55%
9.64%
6.50%
0.48%
5.20%
6.99%
-13.50%
-7.81%
-0.85%
2020
17.32%
2.18%
1.14%
3.98%
-0.28%
0.75%
-3.07%
8.04%
-6.25%
3.33%
2.38%
0.56%
4.04%
2019
1.84%
-7.72%
4.97%
-5.10%
2.47%
3.96%
6.39%
-3.09%
1.24%
-0.37%
0
2018
Trading since3/31/18● Show More
Past performance is not indicative of future results. *Back-tested results

Breakdown

This breakdown includes 98.9% of this Portfolio

Asset Type

Portfolio Risk (1Y)
Risk ScoreRisk Contribution

Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Avg. Risk Score (last 7D)3
Daily Max. Drawdown-4.49%
Weekly Max. Drawdown-6.45%
Yearly Max. Drawdown-10.87%

Expected Dividends

Dividend Yield

0.93%

15 Assets

Dividend Logo
Dividend Logo
Dividend Logo

+12 more

Investors

258
$300K-$1M Copy Value
0 (0.00%) Investors Last 7d

ESG Score

Get insight into this portfolio’s sustainability using its ESG score.
0
100
54
Medium
61
Environment
51
Social
49
Governance

Involvement Flags

FossilFuelsFossil Fuels
CAT
BRK.B
ECL
50%
NuclearNuclear
BRK.B
ECL
28%
Content, research, tools, and stock symbols on eToro's website are for educational purposes only and do not imply a recommendation or solicitation to engage in any specific investment strategy. All investments involve risk, losses may exceed the amount of principal invested, and past performance does not guarantee future results.