Introducing Guru Portfolios
Every quarter, institutional investors disclose parts of their portfolios through SEC filings. These disclosures offer a window into the companies they hold, and the investment choices that make up their portfolios.
We’re bringing this idea to Vested Managed Portfolios with Guru Portfolios.
The first three portfolios we bring are based on publicly disclosed stock holdings of Berkshire Hathaway, Alphabet Inc., and Gates Foundation, with more investor-led strategies to follow.
Berkshire Strategy
Built around selected long equity positions publicly disclosed by Berkshire Hathaway.
Alphabet Strategy
Built around selected long equity positions publicly disclosed by Alphabet Inc.
Gates Strategy
Built around selected long equity positions publicly disclosed by Gates Foundation Trust.
How does it work?
These portfolios use publicly available SEC Form 13F disclosures as an input. Vested independently selects relevant holdings and constructs, manages, and rebalances each portfolio based on its own methodology, diversification, and risk parameters.
The portfolios are not real-time copies of the referenced investors’ portfolios, and the referenced investors do not manage or endorse them.
Guru Portfolios give you a structured way to explore the holdings that some of the world’s most closely followed investors have publicly disclosed, through Vested Managed Portfolios.
Explore Guru Portfolios: https://app.vestedfinance.com/en/global/vests/explore