You need to keep up on Warren Buffett stocks, because while theBerkshire Hathaway (BRKB) chief sticks to a winning investing formula, that doesn't mean sitting still.
All told, Buffett and his team oversee around 50 stocks in Berkshire's equity portfolio.
Berkshire Hathaway Investment Strategy
While Apple stock is the No. 2 stock in the portfolio by number of shares, it is No. 1 by market value.
At the beginning of 2024, Berkshire's position in Apple was worth a whopping $174.4 billion.
In fact, Berkshire Hathaway is a major institutional owner of AAPL stock, which you could call the poster child for Warren Buffett stocks due to its strong earnings, returns and management.
Top Buffett stocks tend to be dividend growers. Take Coca-Cola (KO) stock, which has grown dividends for more than 50 years in a row.
Between 1965 and 2023, the widely followed Berkshire Hathaway portfolio posted a 19.8% compound annual gain. That is nearly double the 10.2% return of the S&P 500 index, with dividends included.
Buy And Hold For The Long Term
Buffett is known as a buy-and-hold investor, hanging on to stocks for years and even decades. But there has been rapid turnover lately.
In 2023, the investing legend ditched various financial stocks just a few quarters after buying them for the first time.
In the previous two years, Berkshire Hathaway dumped several drug and biotech stocks, not long after opening bets on them.
In 2020, Berkshire exited its airlines stocks amid the pandemic hit to travel, shortly after buying them.
However, the Berkshire chief continues to prioritize finding and buying quality stocks at a fair price — and holding them for the long term. He patiently builds those stock positions over time.
Buffett has owned Coca-Cola since 1988, for example. He has owned American Express since 2001 and Apple since 2016.
And Apple stock now makes up half of Berkshire's total equity portfolio, up from 6% in 2016.
The turnover rate is 0%. In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK.B), Canadian National Railway Co (CNI), Caterpillar Inc (CAT), not including call and put options.
The turnover rate is 0%. In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK.B), Canadian National Railway Co (CNI), Caterpillar Inc (CAT), not including call and put options.
The top five positions in the portfolio are Apple Inc., Bank of America, American Express, Coca-Cola, and Chevron. Berkshire Hathaway repurchased ~6.35M Class B Equivalent Shares for a total outlay of ~$2.6B in Q1 2024.
“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” While some value investors focus on buying only the cheapest companies, Buffett suggests a better course of action is to buy “wonderful” companies – those with better economics and competitive positions.
The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies. Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.
Former CEO Steve Ballmer owns a 4% stake in Microsoft, more than its founder Bill Gates, who holds a 1.3% stake. Vanguard and Blackrock are the two largest Microsoft's institutional investors.
Warren Buffett's Berkshire Hathaway reveals Chubb as 'mystery stock' purchase. Property-casualty insurer Chubb Ltd. was the mystery stock being accumulated by Berkshire Hathaway Inc. in recent quarters, according to a Wednesday regulatory filing by the conglomerate run by billionaire investor Warren Buffett.
Warren Buffett is the largest holder of Berkshire Hathaway (BRK. A 0.68%) (BRK. B 0.93%) stock. He owns around 227,416 shares of Class A stock, and 276 shares of Class B stock.
Key Points. Warren Buffett made his fortune by investing in individual companies with great long-term advantages. But his top recommendation for anyone is to buy a simple index fund. Buffett's recommendation underscores the importance of diversification.
A 70/30 portfolio is an investment portfolio where 70% of investment capital is allocated to stocks and 30% to fixed-income securities, primarily bonds. Any portfolio can be broken down into different percentages this way, such as 80/20 or 60/40.
Gates has said he'll one day give most of his wealth to his charity foundation. For now, he indulges in a few luxuries, from his car collection to a vast real estate portfolio.
As of September 2021, Gates' net worth is estimated to be around $125 billion. If his fortune were converted to gold, he would have approximately 2,500 metric tons of the metal. That's equivalent to about two Olympic-sized swimming pools filled with gold.
From hacking early computers at the age of 13 to his love-hate relationship with Steve Jobs, here is how Gates went from childhood nerd to a multi-billionaire.
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Introduction: My name is Cheryll Lueilwitz, I am a sparkling, clean, super, lucky, joyous, outstanding, lucky person who loves writing and wants to share my knowledge and understanding with you.
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