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 |
9 positions ·
$38,293,669 total
· Consumer Defensive 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 |
|---|---|---|---|---|---|---|
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
First | 466,421 | $29,193,290 | 76.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 19,788 | $2,999,069 | 7.83% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 15,016 | $2,712,790 | 7.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 20,841 | $985,014 | 2.57% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 15,336 | $975,522 | 2.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 4,204 | $425,486 | 1.11% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 8,555 | $391,049 | 1.02% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 2,176 | $324,311 | 0.85% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 629 | $287,138 | 0.75% |