Dodge & Cox Portfolio
Invests via Dodge & Cox Funds | Managed by Dodge & Cox
Invests via Dodge & Cox Funds
Managed by Dodge & Cox
Automatically Tracked
Company Profile
San Francisco-based value-oriented investment manager specializing in long-only equity, fixed income and balanced strategies for institutional and retail clients. Dodge & Cox emphasizes bottom-up fundamental research, deep-conviction portfolios and a disciplined contrarian approach to valuation and risk. Known for low-turnover, concentrated holdings and multi-decade continuity in senior investment teams, the firm competes with global active managers in the value and income segments.
San Francisco-based value-oriented investment manager specializing in long-only equity, fixed income and balanced strategies for institutional and retail clients. Dodge & Cox emphasizes bottom-up fundamental research, deep-conviction portfolios and a disciplined contrarian approach to valuation and risk. Known for low-turnover, concentrated holdings and multi-decade continuity in senior investment teams, the firm competes with global active managers in the value and income segments.
Investment Philosophy & Strategy
Value-driven, long-term capital allocator focused on high-conviction, low-turnover equity and fixed-income positions across institutional and retail mandates. Investment decisions are grounded in bottom-up fundamental research, rigorous valuation discipline and a contrarian lens that seeks mispriced securities and durable cash flows. Portfolios emphasize concentrated holdings, income generation and risk control via duration and quality selection in credit. Governance favors team continuity, internal accountability and an underwriting bias toward deep research edge rather than market timing.
Value-driven, long-term capital allocator focused on high-conviction, low-turnover equity and fixed-income positions across institutional and retail mandates. Investment decisions are grounded in bottom-up fundamental research, rigorous valuation discipline and a contrarian lens that seeks mispriced securities and durable cash flows. Portfolios emphasize concentrated holdings, income generation and risk control via duration and quality selection in credit. Governance favors team continuity, internal accountability and an underwriting bias toward deep research edge rather than market timing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
80.07%
Gain -0.1%
Monthly
0.91%
Yearly
11.53%
Drawdown
20.16%
$200.39B
Equity
Holdings
$200.39B
Investment
$147.7B
$210.77B
Profit -$139.08M
Realized
$158.07B
Unrealized
$52.69B
Dividends
$52.13B
Goals
Avg. 89% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $300M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$139.08M
Win %
70%
This Week
Compared To Last Week
Gain
0.85%
Profit
$1.69B
Win %
70%
This Month
Compared to last month
Gain
4.96%
Profit
$9.47B
Win %
70%
This Year
Compared to last year
Gain
5.02%
Profit
$9.59B
Win %
74%
DELL Dell Technologies Inc. Class C Common Stock
+5.26%
+$419,002.5 
GEV GE Vernova Inc.
+4.38%
+$4.79M 
NESR National Energy Services Reunited Corp.
+4.22%
+$1.42M 
HPE Hewlett Packard Enterprise Company
+4.16%
+$148,155.75 
RAL Ralliant Corporation
+4.12%
+$38.58M 
AVTR Avantor, Inc.
+4.06%
+$81.01M 
WMB The Williams Companies, Inc.
+3.39%
+$2.25M 
COF Capital One Financial Corp.
+3.34%
+$61.45M 
DHR Danaher Corp.
+3.31%
+$1.91M 
SUNB Sunbelt Rentals Holdings Inc.
+3.21%
+$135.26M 
CDNS Cadence Design Systems, Inc.
+2.84%
+$2.07M 
COHR Coherent Corp.
+2.68%
+$3.38M 
Q Qnity Electronics Inc.
+2.63%
+$19,839.44 
TBBB BBB Foods Inc. Class A Common Stock
+2.62%
+$136,050 
ADI Analog Devices, Inc.
+2.55%
+$194,405.43 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V. ADR
+2.52%
+$16,437.5 
NVDA NVIDIA Corporation
+2.4%
+$17,646 
GS The Goldman Sachs Group, Inc.
+2.33%
+$2.76M 
MCHP Microchip Technology Inc.
+2.29%
+$9.63M 
SLB SLB N.V.
+2.25%
+$110,727 
GLW Corning Incorporated
+2.19%
+$100,182.2 
CAT Caterpillar Inc.
+2.14%
+$611,944.51 
CPA Copa Holdings, S.A. Class A Common Stock
+2.08%
+$20,336.18 
JCI Johnson Controls International plc
+2.08%
+$171.23M 
PH Parker-Hannifin Corporation
+1.97%
+$46,575.03 
IBM International Business Machines Corporation
+1.91%
+$212,036.95 
META Meta Platforms Inc Class A
+1.88%
+$84.81M 
HONA Honeywell Aerospace Inc.
+1.83%
+$11,746.37 
TIGO Millicom International Cellular S.A.
+1.77%
+$11.59M 
AMG Affiliated Managers Group, Inc.
+1.76%
+$4,110 
BLK BlackRock, Inc.
+1.75%
+$13,999.55 
AXP American Express Company
+1.7%
+$1.47M 
BNY Bank of New York Mellon Corp.
+1.7%
+$40.69M 
UBS UBS Group AG
+1.65%
+$26.23M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.56%
+$12.83M 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
+1.55%
+$15.42M 
AAPL Apple Inc.
+1.55%
+$165,383.14 
NUE Nucor Corporation
+1.52%
+$24,676 
SNPS Synopsys Inc.
+1.44%
+$64,892.5 
STT State Street Corporation Common Stock
+1.39%
+$77,314 
VMC Vulcan Materials Co.
+1.37%
+$86,400 
PPG PPG Industries, Inc.
+1.36%
+$3,245 
TMO Thermo Fisher Scientific Inc.
+1.34%
+$28.04M 
MMM 3M Company
+1.32%
+$17,156.66 
CTAS Cintas Corporation
+1.29%
+$5,022 
MET MetLife, Inc.
+1.28%
+$62.72M 
BN Brookfield Corporation
+1.25%
+$28.46M 
DD DuPont de Nemours, Inc.
+1.22%
+$7,622.05 
AVGO Broadcom Inc.
+1.2%
+$77,545.8 
KSPI Kaspi.kz JSC ADR
+1.14%
+$267,995.56 
BKR Baker Hughes Company
+1.13%
+$21.96M 
AEG Aegon Ltd. New York Registry Shares
+1.08%
+$4.02M 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+1.06%
+$9.05M 
TRP TC Energy Corporation
+1.02%
+$3.17M 
MCO Moody's Corporation
+1.01%
+$5,852.71 
BAX Baxter International Inc.
+1%
+$14.3M 
SPGI S&P Global Inc.
+0.96%
+$21,892 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$28,897.06 
KKR Korro Bio, Inc.
+0.91%
+$6.57M 
FMS Fresenius Medical Care AG - Depositary Receipt
+0.89%
+$727,112.9 
TFC Truist Financial Corporation
+0.86%
+$7,756.15 
SCHW The Charles Schwab Corporation
+0.84%
+$58.88M 
SU Suncor Energy Inc.
+0.79%
+$15.73M 
AMP Ameriprise Financial Inc.
+0.77%
+$5,639.98 
FTV Fortive Corporation
+0.77%
+$19.79M 
BAC Bank of America Corporation
+0.71%
+$627,109.2 
BNTX BioNTech SE American Depositary Share
+0.7%
+$2.35M 
VOO Vanguard S&P 500 ETF
+0.69%
+$1,465.5 
MSI Motorola Solutions, Inc.
+0.59%
+$29,772.95 
CVX Chevron Corporation
+0.55%
+$251,101.69 
CSCO Cisco Systems, Inc.
+0.53%
+$49,951.08 
ACMR ACM Research, Inc. Class A Common Stock
+0.53%
+$33,753.68 
DLO dLocal Limited
+0.53%
+$4,920 
NSC Norfolk Southern Corp.
+0.5%
+$4.1M 
V Visa Inc. Class A
+0.47%
+$10.4M 
AEP American Electric Power Company, Inc.
+0.45%
+$4.94M 
MRK Merck & Co., Inc.
+0.45%
+$90,273.75 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$25,854.4 
BRK-A Berkshire Hathaway Inc.
+0.4%
+$13,082.68 
GPC Genuine Parts Company
+0.4%
+$2,180.5 
BAP Credicorp Ltd.
+0.39%
+$3.95M 
LYV Live Nation Entertainment, Inc.
+0.38%
+$990.01 
AMZN Amazon.com Inc
+0.36%
+$15.71M 
UNP Union Pacific Corp.
+0.33%
+$249,164.02 
PEP PepsiCo, Inc.
+0.32%
+$1,322.24 
WFC Wells Fargo & Company
+0.31%
+$7.99M 
MGM MGM Resorts International
+0.28%
+$480 
PBR Petróleo Brasileiro S.A. - Petrobras
+0.27%
+$2,100 
TRV The Travelers Companies, Inc.
+0.27%
+$96,427.33 
FISV Fiserv, Inc.
+0.27%
+$6.53M 
LPLA LPL Financial Holdings Inc.
+0.22%
+$3.25M 
TRU TransUnion
+0.22%
+$4.11M 
OTIS Otis Worldwide Corporation
+0.21%
+$781.5 
FDX FedEx Corp.
+0.2%
+$4.38M 
ITUB Itaú Unibanco Holding S.A. ADR
+0.15%
+$272,777.72 
TEL TE Connectivity plc
+0.14%
+$5.09M 
APD Air Products and Chemicals Inc.
+0.11%
+$3.01M 
IFS Intercorp Financial Services Inc.
+0.1%
+$956.5 
ELV Elevance Health, Inc.
+0.08%
+$481 
MSFT Microsoft Corporation Common Stock
+0.08%
+$5.39M 
DE Deere & Company
+0.07%
+$5,239.66 
CARR Carrier Global Corp.
+0.06%
+$961,646.1 
NVS Novartis AG Sponsored ADR
+0.03%
+$34,171.79 
TDY Teledyne Technologies Incorporated
+0.03%
+$258,021.66 
ALL The Allstate Corporation
+0.01%
+$38.92 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G364
G3643J108
0%
$0 
BABA Alibaba Group Holding Ltd. ADR
-3.75%
-$40.58M 
JD JD.com, Inc. Sponsored ADR
-3.68%
-$12.01M 
SE Sea Limited Sponsored ADR
-3.59%
-$66,210.75 
PDD PDD Holdings Inc. American Depositary Receipt
-3.33%
-$12.38M 
ABT Abbott Laboratories
-3.32%
-$58,901.6 
CHTR Charter Communications Inc. Class A Common Stock
-3.14%
-$51.86M 
BKNG Booking Holdings Inc.
-2.86%
-$119.77M 
TMUS T-Mobile US Inc.
-2.71%
-$27.05M 
INCY Incyte Corp.
-2.62%
-$36.59M 
SBAC SBA Communications Corporation
-2.52%
-$56.32M 
GIS General Mills Inc.
-2.38%
-$8,904 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.37%
-$17,996.8 
BSX Boston Scientific Corp.
-2.37%
-$94,483.8 
TCOM Trip.com Group Limited American Depositary Receipt
-2.25%
-$44,709.15 
SUI Sun Communities, Inc.
-2.24%
-$25.37M 
XP XP Inc. Class A Common Stock
-2.23%
-$22.8M 
VIPS Vipshop Holdings Ltd. ADR
-2.2%
-$54,377.14 
GILD Gilead Sciences Inc.
-2.19%
-$81.21M 
VZ Verizon Communications Inc.
-2.12%
-$5,197.5 
BIDU Baidu Inc. ADR
-2.02%
-$42,259.75 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
-1.93%
-$675 
ABBV AbbVie Inc.
-1.92%
-$57,732.98 
TAP Molson Coors Beverage Company Class B Common Stock
-1.82%
-$13.92M 
CMCSA Comcast Corp. Class A Common Stock
-1.81%
-$46.94M 
GOOG Alphabet Inc
-1.71%
-$68.78M 
GLPI Gaming and Leisure Properties, Inc.
-1.7%
-$9.16M 
JBS JBS N.V. Class A Common Stock
-1.69%
-$14,458.75 
ADM Archer-Daniels-Midland Company
-1.67%
-$19M 
LAUR Laureate Education, Inc.
-1.64%
-$17,408 
GOOGL Alphabet Inc
-1.63%
-$59.26M 
LVS Las Vegas Sands Corp.
-1.61%
-$17,334.39 
ALNY Alnylam Pharmaceuticals, Inc.
-1.61%
-$7.26M 
PM Philip Morris International Inc.
-1.58%
-$52,139.83 
RTX RTX Corporation
-1.58%
-$107.27M 
HDB HDFC Bank Ltd. ADR
-1.5%
-$2.3M 
GE General Electric Company
-1.49%
-$2.68M 
NTES NetEase, Inc. ADR
-1.47%
-$3.98M 
YUMC Yum China Holdings, Inc.
-1.37%
-$5.19M 
CTVA Corteva Inc.
-1.36%
-$3,535.53 
ABEV Ambev S.A. ADR
-1.35%
-$11,371.5 
BMRN BioMarin Pharmaceutical Inc.
-1.33%
-$11.13M 
CPNG Coupang, Inc. Class A Common Stock
-1.33%
-$13.72M 
GPRK GeoPark Limited
-1.33%
-$14,421.98 
UL Unilever PLC Sponsored ADR
-1.31%
-$4,482.77 
FOX Fox Corporation Class B Common Stock
-1.3%
-$5.67M 
DOW Dow Inc.
-1.29%
-$3,600.03 
GEHC GE HealthCare Technologies Inc.
-1.28%
-$34.08M 
MELI MercadoLibre Inc.
-1.27%
-$47,529.04 
FOXA Fox Corporation Class A Common Stock
-1.24%
-$9.32M 
MO Altria Group, Inc.
-1.23%
-$18,860 
MDT Medtronic plc
-1.22%
-$9.06M 
FDXF FedEx Freight Holding Company, Inc.
-1.21%
-$9.55M 
HLN Haleon Plc ADR
-1.18%
-$17.99M 
BMY Bristol-Myers Squibb Company
-1.18%
-$30,711.72 
RIO Rio Tinto plc ADR
-1.13%
-$3,000 
PFE Pfizer Inc.
-1.11%
-$29,417.69 
JNJ Johnson & Johnson
-1.1%
-$59,908.21 
PG The Procter & Gamble Company
-1.06%
-$153,294.05 
VSNT Versant Media Group Inc. Class A Common Stock
-1.06%
-$1.5M 
GSK GSK plc ADR
-1.05%
-$25.54M 
KARO Karooooo Ltd.
-1.04%
-$45,326.45 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.01%
-$24.91M 
LBTYA Liberty Global Ltd. Class A Common Shares
-1%
-$195,569.12 
SNY Sanofi ADR
-0.99%
-$11.52M 
CL Colgate-Palmolive Co.
-0.99%
-$13,090 
ELAN Elanco Animal Health Incorporated
-0.95%
-$14.49M 
KO The Coca-Cola Company
-0.83%
-$18,720 
LLY Eli Lilly and Company
-0.75%
-$397,109.49 
ZH Zhihu Inc. - ADR
-0.71%
-$12,527.3 
AON Aon plc Class A
-0.7%
-$17.96M 
AFYA Afya Ltd Class A Common Shares
-0.66%
-$5,128.7 
ZBH Zimmer Biomet Holdings Inc.
-0.65%
-$14.96M 
HPQ HP Inc.
-0.62%
-$8.31M 
ROP Roper Technologies Inc.
-0.57%
-$16.1M 
CVS CVS Health Corporation Common Stock
-0.57%
-$27.01M 
ARCO Arcos Dorados Holdings Inc. Class A
-0.55%
-$5,083.47 
DEO Diageo plc Sponsored ADR
-0.55%
-$5,649.27 
VFC VF Corporation
-0.54%
-$2.13M 
ADBE Adobe Inc.
-0.53%
-$4.21M 
CB Chubb Limited
-0.52%
-$1,342.92 
OXY Occidental Petroleum Corp.
-0.45%
-$20.37M 
PSX Phillips 66
-0.44%
-$3,328 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.44%
-$24,963.74 
FIS Fidelity National Information Services, Inc.
-0.4%
-$7.12M 
JOYY JOYY Inc. ADR
-0.39%
-$13,737.01 
UNH UnitedHealth Group Inc.
-0.34%
-$12.88M 
AJG Arthur J. Gallagher & Co.
-0.33%
-$8.05M 
NBIX Neurocrine Biosciences, Inc.
-0.33%
-$2.6M 
D Dominion Energy, Inc.
-0.33%
-$3.75M 
NEE NextEra Energy Inc.
-0.28%
-$5,175 
AMGN Amgen Inc. Common Stock
-0.27%
-$15,380.4 
WTW Willis Towers Watson Public Limited Company
-0.27%
-$6.98M 
CI The Cigna Group
-0.25%
-$9.5M 
LIN Linde plc
-0.25%
-$1.69M 
TGT Target Corp.
-0.25%
-$37,299.21 
IFF International Flavors & Fragrances, Inc.
-0.25%
-$8.51M 
NVO Novo Nordisk A/S Sponsored ADR
-0.23%
-$1.84M 
NWSA News Corp. Class A Common Stock
-0.23%
-$877,673.3 
REGN Regeneron Pharmaceuticals, Inc.
-0.2%
-$8.04M 
HD The Home Depot, Inc.
-0.19%
-$13,093.25 
ATAT Atour Lifestyle Holdings Limited Sponsored ADR
-0.17%
-$2,510.86 
DIS The Walt Disney Company
-0.15%
-$44,371.19 
WMT Walmart Inc.
-0.13%
-$26,727.42 
APA APA Corporation
-0.13%
-$1,267.5 
AZN AstraZeneca PLC American Depositary Shares
-0.1%
-$9,511.89 
JPM JPMorgan Chase & Co.
-0.07%
-$26,941.07 
FUTU Futu Holdings Ltd. ADR
-0.07%
-$294 
HUM Humana Inc.
-0.06%
-$2.95M 
XOM ExxonMobil Holdings Corporation
-0.05%
-$6,277.93 
CE Celanese Corp. Common Stock
-0.04%
-$305,644.68 
PAX Patria Investments Limited Class A Common Shares
-0.04%
-$578.5 
MCD McDonald's Corporation
-0.02%
-$385.5 
COP ConocoPhillips
-0.01%
-$138,994.26 
LMT Lockheed Martin Corporation
-0.01%
-$42.64 Events
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Dividends
Dividend Analysis
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No Data
| Trades 17476 | Longs Won 12381/17476 70% | Profit Factor 3.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $78.69M |
| Average Win $23.44M | Best Trade (Oct 15) $1.69B | Sharpe Ratio -28.52 |
| Average Loss -$15.58M | Worst Trade (Mar 31) -$1.48B | Z-Score -9.63 (100%) |
| Commissions $0 | Avg. Trade Length 4y 6m 3w 1d | Expectancy $12.06M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,382 | $3.28M | $10.82M | - | $7.54M | 230.28% | +1.552% |
| ABBV AbbVie Inc. | 10,393 | $553,384.54 | $2.95M | - | $2.39M | 432.48% | -1.922% |
| ABEV Ambev S.A. ADR | 252,700 | $522,653 | $827,592.5 | - | $304,939.5 | 58.34% | -1.355% |
| ABT Abbott Laboratories | 17,324 | $755,673.11 | $1.72M | - | $960,269.09 | 127.07% | -3.319% |
| ACMR ACM Research, Inc. Class A Common Stock | 116,392 | $3.37M | $6.43M | - | $3.06M | 90.97% | +0.528% |
| ADBE Adobe Inc. | 3.11M | $963.9M | $795.49M | - | -$168.4M | -17.47% | -0.526% |
| ADI Analog Devices, Inc. | 19,210 | $3.22M | $7.82M | - | $4.6M | 143.13% | +2.549% |
| ADM Archer-Daniels-Midland Company | 14.18M | $817.33M | $1.12B | - | $304.77M | 37.29% | -1.665% |
| AEG Aegon Ltd. New York Registry Shares | 44.64M | $257.18M | $375.38M | - | $118.2M | 45.96% | +1.082% |
| AEP American Electric Power Company, Inc. | 8.67M | $747.63M | $1.11B | - | $360.87M | 48.27% | +0.448% |
| AFYA Afya Ltd Class A Common Shares | 51,287 | $696,878.82 | $769,305 | - | $72,426.18 | 10.39% | -0.662% |
| AJG Arthur J. Gallagher & Co. | 9.36M | $2.09B | $2.42B | - | $328.32M | 15.7% | -0.332% |
| ALL The Allstate Corporation | 2,595 | $102,776.88 | $648,555.37 | - | $545,778.49 | 531.03% | +0.006% |
| ALNY Alnylam Pharmaceuticals, Inc. | 1.96M | $280.54M | $443.86M | - | $163.33M | 58.22% | -1.61% |
| AMG Affiliated Managers Group, Inc. | 600 | $203,040 | $237,360 | - | $34,320 | 16.9% | +1.762% |
| AMGN Amgen Inc. Common Stock | 12,817 | $781,000.88 | $5.61M | - | $4.83M | 618.37% | -0.273% |
| AMP Ameriprise Financial Inc. | 1,500 | $78,248.78 | $737,145 | - | $658,896.22 | 842.05% | +0.771% |
| AMZN Amazon.com Inc | 16.71M | $1.9B | $4.4B | - | $2.51B | 132.08% | +0.358% |
| AON Aon plc Class A | 8.59M | $3.03B | $2.53B | - | -$495.41M | -16.37% | -0.704% |
| APA APA Corporation | 19,500 | $349,049.79 | $971,782.5 | - | $622,732.71 | 178.41% | -0.13% |
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FAQ
Which stocks have generated the highest profits for Dodge & Cox?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corporation Common Stock - $8.37B, General Electric Company - $7.27B, Wells Fargo & Company - $6.77B, Bank of America Corporation - $6.69B, and Capital One Financial Corp - $6.02B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: WB - $4.89B, American International Group, Inc - $3.08B, APA Corporation - $1.91B, MOT - $1.65B, and WFTIQ - $1.55B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dodge & Cox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $52.13B earned over time. The largest contributors to dividend income include QVC Group, Inc. - Series A - $3.43B, Citigroup Inc - $2.82B, General Electric Company - $2.72B, GSK plc ADR - $2.32B, and Sanofi ADR - $2.13B. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dodge & Cox's monthly returns?
Dodge & Cox's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dodge & Cox's strategy be considered aggressive or moderate?
Dodge & Cox's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dodge & Cox's strategy?
Dodge & Cox's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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