CFO4Life, L.P.
Filing Date
Dec 31, 2022
Global Rank
#2,978
/ 6,944
Top Industry
Integrated Freight & Logistics
26.4%
3Y Alpha vs SPY
-13.8%
Period ended 3 years ago
Filed Jan 11, 2023 · 3y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.5%
SPY
+76.3%
Annualised alpha
-13.8%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
112 positions · as of Dec 31, 2022Top Position
26.0%
of portfolio value
Top 5
56.3%
of portfolio value
Top 10
67.2%
of portfolio value
HHI
1,013
Diversified
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 32.8% | $69,948,884 |
| Consumer Defensive | 17.9% | $38,293,669 |
| Technology | 14.8% | $31,549,324 |
| Financial Services | 12.0% | $25,580,154 |
| Consumer Cyclical | 7.0% | $14,889,624 |
| Healthcare | 6.2% | $13,295,686 |
| Energy | 5.2% | $11,046,773 |
| Communication Services | 1.8% | $3,904,241 |
| Unclassified | 0.9% | $1,959,385 |
| Real Estate | 0.6% | $1,298,865 |
| Basic Materials | 0.4% | $943,741 |
| Utilities | 0.3% | $680,810 |
2 positions ·
$943,741 total
· Basic Materials only
· as of Dec 31, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WLK |
Westlake Corp
Basic Materials
|
First | 6,486 | $665,074 | 70.47% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 904 | $278,667 | 29.53% |