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? 

image001.jpg

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

How do your clients' portfolios stack up? Find out for free with a 10-day trial of SmartRisk.

Get a 10-day free trial 

Get blog notifications in your inbox.

Posted by Ron Piccinini, PhD

Try Covisum software for free for 10 days

No credit card required. No commitment.

Claim your free trial

More blogs on this