How risky is Warren's publicly traded sock portfolio?

Ron Piccinini, PhD
February 27, 2018

Our in-house risk expert, Ron Piccinini, PhD plugged this well-known portfolio into SmartRisk (excluding the "others" portfolio). What did he find? 


Here's how the numbers crunch:

  • Downside risk for the next quarter: -43% (amount the portfolio could drop in a really bad scenario)
  • Potential upside for next quarter: +62% (amount the portfolio could gain in a really good scenario)
  • No single-name concentration
  • This portfolio does not react to one particular economic factor
  • The portfolio risk is 27% lower than the sum of individual risks

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Posted by Ron Piccinini, PhD

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