The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011.

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The Motley Fool

JANUARY 3, 2024

His conglomerate, Berkshire Hathaway , has grown into one of the world's largest companies, owning dozens of privately held businesses as well as stakes in an array of public corporations. The Berkshire Hathaway stock portfolio is a great place to start looking for investment ideas. of the portfolio's value.

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The Motley Fool

APRIL 27, 2024

Some of Berkshire's strong gains can be attributed to high-flying stocks in its investment portfolio. Shares of the Japanese conglomerate have skyrocketed over 40% this year. DaVita Buffett first initiated a position in DaVita (NYSE: DVA) in 2011. Here are Buffett's three best-performing stocks so far in 2024.

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The Motley Fool

JANUARY 11, 2024

Incredibly, the Oracle of Omaha's investment conglomerate is on track to earn more than $6 billion over the next year just for sleeping on the stocks already in its portfolio. But Buffett set up a deal to make a big investment in the stock in 2011. The company was also facing uncertainty about whether the U.S.

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The Motley Fool

FEBRUARY 7, 2024

Nonetheless, one could forgive investors for not wanting to add Apple shares to their portfolios right now. Also, since the death of Steve Jobs in 2011, the company's development of obviously innovative products has slowed considerably. Its sales in the Greater China market experienced a 13% yearly decline in the latest quarter.

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The Motley Fool

NOVEMBER 28, 2023

Here's why they make great portfolio additions for just about anyone who wants a steadily growing passive income stream. Shares of the healthcare conglomerate have slid about 14% this year, even though sales and earnings are rising at an above-average pace for this company. Image source: Getty Images.

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The Motley Fool

SEPTEMBER 29, 2024

Unlike some conglomerates, Microsoft doesn't rely solely on buying out the competition to grow. In fact, Microsoft has increased its dividend every year since fiscal 2011. Its capital expenditures have exploded higher in recent years, but research and development expenses have grown at a lower rate than revenue.

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The Motley Fool

OCTOBER 27, 2024

Warren Buffett, one of the world's most closely followed investors, has led his conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Many investors also look to Berkshire's investment portfolio to gain insights into Buffett's outlook for the broader market. billion stake in the company.

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The Motley Fool

SEPTEMBER 1, 2024

Dividend Equity ETF (NYSEMKT: SCHD) can be a foundational piece of your investment portfolio. Dividend Equity ETF's portfolio. This high-performing ETF has delivered annualized returns of more than 13% to investors since its inception in 2011. A solid core The Schwab U.S. The Schwab U.S. dividend yield.

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The Motley Fool

SEPTEMBER 17, 2024

You shouldn't ever mindlessly buy or sell stocks without doing your research, but I'll admit that it's hard not to glance at Berkshire's portfolio, even if only for inspiration. I recently studied Berkshire's holdings and noticed three financial stocks that would benefit any long-term portfolio. of its portfolio.

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Initial Public Offering Conglomerates Debt Banks 189

The Motley Fool

MARCH 24, 2024

Apple ranks, by far, as the biggest holding in Berkshire Hathaway 's portfolio. Buffett's conglomerate owns over 25% of these four companies. Buffett first initiated a position in DaVita in the fourth quarter of 2011. DaVita's shares have jumped nearly 270% since the end of 2011 and are up around 80% over the past 12 months.

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The Motley Fool

SEPTEMBER 16, 2024

Warren Buffett's company Berkshire Hathaway has built one of the largest and most successful stock portfolios in the world. It's a great endorsement to be in Berkshire's portfolio. That's the position Bank of America (NYSE: BAC) has found itself in after the conglomerate unloaded more than $7.2

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The Motley Fool

SEPTEMBER 15, 2024

Within Berkshire is a more than $300 billion equities portfolio that the Oracle of Omaha, with the help of his investing lieutenants, has built from scratch over decades. of the portfolio Berkshire's second-largest position, behind the consumer tech giant Apple , is the large credit card and payments company American Express (NYSE: AXP).

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Banks Stakes Conglomerates Asset Management 130

The Motley Fool

OCTOBER 24, 2024

In August 2011, just a few years after the financial crisis gripped America, S&P downgraded the U.S. Johnson & Johnson The first of two absolute industry juggernauts that still possesses a AAA credit rating from Standard & Poor's is healthcare conglomerate Johnson & Johnson (NYSE: JNJ) , which is best-known as "J&J."

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The Motley Fool

DECEMBER 12, 2024

Berkshire Hathaway owns dozens of businesses in its public equities portfolio, with well-known names like Apple , Coca-Cola , and Chevron commanding sizable allocations. There's one in particular, which the conglomerate has owned since 2011, that might fly under the radar.

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The Motley Fool

APRIL 22, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Is it 2011 when you founded this company? The 10 stocks that made the cut could produce monster returns in the coming years.

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Hedge Funds Conglomerates Financing Finance 130

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. Should I exclude that from my portfolio too? And to make up the difference, the stake in the companies on the right have been boosted up to take their place in your portfolio.

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Exchange-Traded Funds Investing Funds Pension Funds 52

The Motley Fool

JANUARY 29, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. In Fiscal 2011, which starts at the end of January, we think they're probably shooting too low. That's not split adjusted by the way.

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Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

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Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 23, 2024

Buffett's stock moves are usually disclosed in his conglomerate Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Berkshire's history with Bank of America Berkshire bought its way into Bank of America in 2011, in the aftermath of the Global Financial Crisis of 2008 , when many investors were worried about the banking industry's liquidity.

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The Motley Fool

DECEMBER 8, 2024

According to Berkshire's 13-F filing with the Securities and Exchange Commission for the third quarter, the conglomerate sold more than 235 million shares of Bank of America stock. Berkshire has held American Express for three decades now, and it will likely remain a core holding in its portfolio over the long term. Here's why.

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The Motley Fool

DECEMBER 22, 2024

For retail investors, the conglomerate's massive stock portfolio can be a great place to start looking for investing ideas. Even better, you'll only need about $250 to pick up one share of each of them to get your portfolio started. Under his leadership, Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A)

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The Motley Fool

MARCH 3, 2025

Berkshire first bought the stock in 2016 and built the position to around 40% of its massive (roughly $296 billion) portfolio. Berkshire invested in Bank of America following the Great Recession in 2011. We know it can take Berkshire a while to divest large positions, so the conglomerate could very well continue to sell these down.

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The Motley Fool

OCTOBER 17, 2024

Indeed, Buffett has significantly trimmed the size of his equity portfolio over the last few quarters. There are still a good number of bank stocks in Buffett's portfolio, but Bank of America remains, by far, its largest position in that sector. Berkshire's stock positions totaled $348 billion as of the end of 2023's second quarter.

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The Motley Fool

NOVEMBER 9, 2024

His company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has a roughly $294 billion stock portfolio comprised of 45 stocks and exchange-traded funds that have helped make Berkshire the giant it is today. Berkshire first acquired a stake in Visa in 2011 and owns 0.4% Here are two to buy hand over fist in November.

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