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How to mirror the stock picks of Warren Buffett and Ray Dalio
Yahoo Finance· 2025-11-05 10:00
Core Insights - Artificial intelligence is facilitating Main Street investors in replicating the investment strategies of prominent Wall Street investors like Warren Buffett, Cathie Wood, and Ray Dalio [1] - Mirrored trading is highlighted as a viable strategy, particularly due to the concentrated portfolios and low turnover of successful investors [1] Group 1: Tracking Investment Portfolios - Investors can track top investors' portfolios through 13F filings, which are submitted quarterly to the SEC [3] - 13F filings serve as a valuable source for investment ideas, allowing investors to pre-screen stocks held by legendary investors [3] - It is important to consider when a position was established, as older positions may not be suitable for new investments [3] Group 2: Limitations of 13F Filings - 13F reports are filed 45 days after the end of the quarter, making them a delayed source of information [4] - While modern tools like WhaleWisdom and Tiburon AI provide quicker access to filings, they still reflect past trades and should not be used for passive copying [4] Group 3: AI-Powered Trading Tools - AI-driven mobile trading apps such as Magnifi, TickerTags, and CloneMyPortfolio enhance the ease of tracking high-profile investors' portfolios [4] - These apps allow users to manage portfolios that adjust automatically based on the trading actions of notable investors [4] Group 4: Risks of AI Trading Strategies - There are inherent risks in over-relying on AI trading strategies, as many models focus on textual patterns rather than numerical data [5]