Stratify
← Alle Mandate
Mandat 06
Super-Investors
Holds the consensus positions that appear across the disclosed 13F filings of widely-followed institutional investors — names such as Buffett, Burry and Dalio — refreshed quarterly as new filings land.
Demo-Publisher

SEC EDGAR 13F Demo

Rebalance

Quartalsweise

Asset-Universum

US equities from SEC 13F-HR filings (45-day lag)

Thesis
Warum jetzt

US 13F filings make large investors’ quarter-end equity holdings public, so “what they actually owned” is a structured, recurring dataset rather than commentary.

Katalysatoren
  • Quarterly 13F filings that shift the consensus set
  • Overlap when several tracked investors hold the same name
  • Earnings and fundamentals at the consensus holdings
Hauptrisiken
  • 13F is filed up to 45 days after quarter-end — holdings may have changed
  • 13F shows long US equity positions only — no shorts, options or non-US
  • Following past positioning is no guide to future returns
Performance · illustrativ

+6.8%

vs S&P 500 +49.0%

Super-InvestorsS&P 500

Demo-Serie · illustrativ

Renditen

Seit Auflage

+6.8%

Annualisiert p.a.

+2.3%

Yr 1
+1.8%
Yr 2
+6.8%
Yr 3
-1.8%
Risiko · illustrativ
1
2
3
4
5
6
7
Geringeres RisikoHöheres Risiko

Volatilität p.a.

12.4%

Sharpe

0.24

Max. Drawdown

-19.0%

10 Mt

Erholung

noch nicht

Zusammensetzung · Demo
AAPL
34%
BRK.B
33%
GOOGL
33%

Top 3 = 100% des Korbs

Nach Sektor

Technology 34%
Financials 33%
Communication Services 33%

Nach Region

US 100%
Faktor-Noten
MomentumA
Trend-KonsistenzC
Drawdown-ResilienzC

Aus der Demo-Serie berechnet — deskriptiv, keine Empfehlung.

Methodik & Datenquellen
Autopilot-Analog

Hedge-fund / super-investor 13F trackers (Autopilot: Buffett, Burry, Dalio)

Refresh

Quarterly (13F filing cycle)

Datenquellen
  • SEC EDGAR 13F-HR filings for selected investors
  • Consensus overlap across funds
Disclosure-Lag

45 days (13F reporting deadline)

Grenzen

13F omits shorts, intra-quarter trades and non-US positions. Demo consensus until live ingest. Not investment advice.

Alle hier gezeigten Zahlen sind illustrativ und aus indexierten Demo-Serien abgeleitet — keine Erfolgsbilanz. Stratify befindet sich in der pre-license phase. Stratify Signals ist eine Research-Publikation — keine Anlageberatung, kein Angebot zum Kauf oder Verkauf von Wertpapieren.