Berkshire Hathaway Portfolio Tracker

Manually Tracked
Tracking: 17 Updated: Dec 12 at 09:00 PM
37.72%
Gain +1.02%
Monthly
1.73%
Yearly
22.79%
Drawdown
14.34%
$13,785.75
Equity
Holdings
$13,648.65
Cash
$137.1
Investment
$10,010.1
$3,775.65
Profit +$139.45
Realized
$137.1
Unrealized
$3,638.55
Dividends
$137.1
$137.1
Cash
Deposits
$10,010.1
Withdrawals
$0

Goals

Avg. 100% completed goals
Monthly
Gain > 3%
December, 2025
100%
Today
Compared To Yesterday
Gain
1.02%
Profit
$139.45
Win %
100%
This Week
Compared To Last Week
Gain
0.72%
Profit
$99.05
Win %
100%
This Month
Compared to last month
Gain
3.9%
Profit
$517.75
Win %
100%
This Year
Compared to last year
Gain
9.99%
Profit
$1,251.75
Win %
100%
Aon plc logo
AON Aon plc
+1.85%
+$64.3
Bank of America Corporation logo
BAC Bank of America Corporation
+1.07%
+$5.85
Atlanta Braves Holdings, Inc. logo
BATRK Atlanta Braves Holdings, Inc.
+0.25%
+$1
Apple Inc Common Stock logo
AAPL Apple Inc Common Stock
+0.04%
+$1
American Express Company logo
AXP American Express Company
0%
+$0
Amazon.com Inc. logo
AMZN Amazon.com Inc.
-1.78%
-$41.1
Ally Financial Inc. logo
ALLY Ally Financial Inc.
-1.4%
-$6.4
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Dividends

Dividend Analysis

Mode
Target
Growth Rate
Yearly
Starting Equity
$
Trades
7
Longs Won
7/7 100%
Profit Factor
-
Profitability
Shorts Won
0/0 0%
Standard Deviation
$532.76
Average Win
$519.79
Best Trade
(Dec 03) $1,495.5
Sharpe Ratio
-71.23
Average Loss
$0
Worst Trade
(Dec 04) -$14.5
Z-Score
8.38 (100%)
Commissions
$0
Avg. Trade Length
1y 6m 3w 3d
Expectancy
$539.38
Loss Size 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%
Probability of Loss <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% 0.45%
Consecutive Losing Trades
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV