Performance

Berkshire Hathaway Top 10 +19.51%

Watchlist

Select an item

RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe	Div. Yield
Berkshire Hathaway Top 10	-1.27%	+14.62%	+19.51%	+16.95%	-7.43%	1.19	1.33%

AAPL	-0.14%	+28.66%	+29.84%	+18.80%	-13.80%	1.03	0.30%
AXP	-3.67%	-15.21%	-12.42%	+13.61%	-23.90%	-0.57	1.17%
GOOGL	-1.24%	+1.80%	+19.23%	+16.90%	-21.05%	0.58	0.27%
KO	-2.76%	+36.73%	+35.85%	+13.65%	-7.87%	1.49	2.27%
BAC	-1.02%	-8.18%	-2.61%	+4.03%	-21.85%	-0.22	2.29%
CVX	+2.88%	+53.77%	+56.10%	+20.10%	-20.81%	1.80	3.02%
OXY	+2.67%	+53.54%	+54.72%	+15.71%	-27.29%	1.31	1.62%
CB	-2.43%	+15.57%	+27.62%	+14.70%	-10.25%	1.13	1.12%
MCO	-1.55%	-2.47%	-1.50%	+5.48%	-23.61%	-0.07	0.83%
KHC	-1.16%	+6.94%	+3.55%	-3.37%	-19.66%	0.10	6.45%

Summary

Berkshire Hathaway Top 10 at a glance

Berkshire Hathaway Top 10 returned +19.51% over the past year and +16.95% a year over five years. Its worst drop in that year was -7.43%, smaller than 62% of portfolios on Redstone, and its Sharpe ratio of 1.19 beats 85% of portfolios on Redstone. It yields 1.33%.

Ranking

How Berkshire Hathaway Top 10 ranks

1Y Return Rank

5Y Return Rank

Sharpe Ratio Rank

Max Drawdown Rank

Volatility Rank

Dividend Yield Rank

Current Drawdown

-1.27%

Rolling Volatility

+0.64%

METRICS

Correlation Matrix

	AAPL	AXP	BAC	CB	CVX	GOOGL	KHC	KO	MCO	OXY
AAPL	1.00	0.20	0.21	0.14	-0.14	0.12	0.12	0.17	0.19	-0.17
AXP	0.20	1.00	0.58	0.04	-0.19	0.28	0.05	-0.04	0.38	-0.19
BAC	0.21	0.58	1.00	0.08	-0.10	0.16	0.02	-0.05	0.27	-0.15
CB	0.14	0.04	0.08	1.00	0.16	-0.18	0.19	0.39	0.13	0.06
CVX	-0.14	-0.19	-0.10	0.16	1.00	-0.28	0.07	0.10	-0.11	0.73
GOOGL	0.12	0.28	0.16	-0.18	-0.28	1.00	0.01	-0.05	0.20	-0.27
KHC	0.12	0.05	0.02	0.19	0.07	0.01	1.00	0.46	0.16	0.01
KO	0.17	-0.04	-0.05	0.39	0.10	-0.05	0.46	1.00	0.13	0.07
MCO	0.19	0.38	0.27	0.13	-0.11	0.20	0.16	0.13	1.00	-0.18
OXY	-0.17	-0.19	-0.15	0.06	0.73	-0.27	0.01	0.07	-0.18	1.00

Actions

Portfolio

Allocation

10 Assets

AAPL

AXP

GOOGL

BAC

CVX

OXY

MCO

KHC

Metrics

Risk Indicators

Alpha10.68%

Beta0.46x

Sharpe1.19

Sortino1.78

Omega1.21

Calmar2.62

Martin5.74

Portfolios

Berkshire Hathaway Top 10: returns, risk and holdings

Berkshire Hathaway Top 10 at a glance

How Berkshire Hathaway Top 10 ranks

More portfolios