eToro Warren Buffett CF Smart Portfolio

How the Portfolio Works

At the core of the WarrenBuffet-CF Smart Portfolio is a collection of stocks in which Berkshire Hathaway is invested, based on the latest public SEC filings provided by TipRanks. eToro then tracks and updates these positions quarterly, ensuring that the portfolio remains closely aligned with changes in Berkshire Hathaway’s holdings. Though the portfolio is rebalanced four times a year, asset weights may shift at any time at the discretion of eToro’s Portfolio Manager.

For investors, the minimum amount required to begin copying this portfolio is $500. Once invested, you gain exposure to a mix of technology, healthcare, consumer, financial, and energy companies that have caught Buffett’s attention—thereby mirroring key aspects of his timeless investment principles.

Diversified Exposure to Multiple Sectors

Berkshire Hathaway itself spans a vast array of industries, including:

• Property & Casualty Insurance and Reinsurance

• Utilities and Energy

• Freight Rail Transportation

• Finance and Manufacturing

• Retail and Consumer Services

Drawing from Berkshire Hathaway’s investments, the WarrenBuffet-CF Smart Portfolio features prominent stocks such as Apple (AAPL), Bank of America (BAC), The Coca-Cola Company (KO), and The Kraft Heinz Company (KHC), among others. This broad industry mix can help diversify risk while still following Buffett’s focus on finding value in fundamentally strong companies.

Recent Performance Highlights

• November 2024 Return: +7.09%

• Year to Date: +24.73%

• 1-Year Performance: +29.29%

• 5-Year Performance: +99.82%

• Annualized Return: +11.74% over an 8-year track record

As with any portfolio, past performance does not guarantee future returns. However, these results reflect how mirroring Berkshire Hathaway’s holdings has played out for this specific eToro Smart Portfolio over various time horizons.

Portfolio Composition and Sectors

According to recent data, the WarrenBuffet-CF Smart Portfolio allocates to a range of sectors, notably:

• Finance (35.91%)

• Electronic Technology (24.84%)

• Consumer Non-Durables (12.83%)

• Energy Minerals (11.39%)

• Commercial Services (6.10%)

• Additional smaller exposures to Health Services, Consumer Services, Retail Trade, Technology Services, and Communications

This allocation reflects Berkshire Hathaway’s broad reach, combining defensive consumer staples with high-growth tech investments and other key industries.

Dividends and Income

For investors seeking income, the WarrenBuffet-CF Smart Portfolio includes several dividend-paying holdings. Approximately 20 out of 27 instruments in the portfolio currently offer dividends, leading to an overall dividend yield of 1.65%. Certain stocks have higher yields—such as The Kraft Heinz Company (KHC) at 5.22%—while others, like Apple (AAPL), are lower but contribute to potential growth.

Upcoming ex-dividend and pay dates allow investors to keep track of when these income payments occur. This blend of dividend-paying stocks can supplement any capital appreciation the portfolio may achieve over time.

Why Invest in a Warren Buffett–Focused Portfolio?

1. Value Investing Legacy
   Buffett has consistently demonstrated that seeking undervalued companies with solid fundamentals can yield strong returns over the long term.

2. Diversified Strategy
   Berkshire Hathaway invests across multiple sectors, allowing for a built-in degree of risk mitigation and exposure to various growth opportunities.

3. Quarterly Rebalancing
   The eToro Portfolio Manager rebalances this Smart Portfolio every quarter, ensuring holdings stay aligned with Berkshire’s most recent SEC filings.

4. Accessibility
   With a $500 minimum investment, even newer investors can gain exposure to the strategies of one of history’s most renowned stock pickers.