The Motley Fool

MAY 17, 2024

An analysis of hedge fund returns between 2011 and 2020 found that the S&P 500 beat the average hedge fund's return every single year , and usually by a wide margin. To close out the first quarter, the hedge owned stakes in just six companies , but one major artificial intelligence (AI) player is Ackman's largest holding.

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The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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The Motley Fool

JULY 13, 2024

That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is Berkshire's largest position. of Berkshire Hathaway's portfolio Visa (NYSE: V) has more than 4.4 Apple: 44.8% Coca-Cola: 6.1%

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The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

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Portfolios Banks Investing Conglomerates 246

The Motley Fool

OCTOBER 12, 2024

While the Trust continues to own stakes in two dozen companies, to close out the second quarter, 81% of its holdings comprised just four stocks. There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. Image source: Getty Images. The current yield of 0.8%

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The Motley Fool

JANUARY 14, 2024

Each of the 10 largest holdings in the Berkshire Hathaway stock portfolio pays a dividend, and the company's largest stock positions generate an impressive amount of passive income each year. of the holding company's portfolio. billion, the stock holdings account for roughly 47% of Berkshire's total public stock portfolio.

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Private Equity Wire

NOVEMBER 29, 2024

Warburg Pincus, ESR’s largest shareholder with a 14% stake, plans to roll over its holdings into the new private entity rather than sell for cash, according to one of the sources. Trading in the company’s shares was halted on Friday pending an announcement related to mergers and acquisitions.

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Buyout Mergers and Acquisitions Stock Exchanges Shareholders 96

The Motley Fool

DECEMBER 19, 2023

Buffett likes to buy stakes in profitable companies that are delivering steady growth, especially if they have strong management teams. He combines those attributes with a long time horizon, which allows the effects of compound growth to build his portfolio's value. of Berkshire's $373 billion portfolio of publicly traded stocks.

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Portfolios Investing Shareholders Stakes 246

The Motley Fool

APRIL 27, 2024

Some of Berkshire's strong gains can be attributed to high-flying stocks in its investment portfolio. Berkshire owns stakes of roughly 9% in five Japanese trading companies. However, when Berkshire owns a stake in a company, Buffett owns a stake too. DaVita Buffett first initiated a position in DaVita (NYSE: DVA) in 2011.

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Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

SEPTEMBER 30, 2024

In the second quarter, the average yield on debt securities in Ares Capital's portfolio was 12.2% The are no guarantees, but Ares Capital's portfolio of debt securities seems highly likely to continue supporting its high-yield dividend payment. Around 31% of Ares Capital's investments are equity stakes or fixed-rate loans.

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Investors Debt Professional Services Stakes 245

The Motley Fool

APRIL 28, 2024

VanEck established this fund in December 2011, and its history over more than 12 years is long enough that its track record includes a few of the cyclical downturns that have always plagued the industry, reinforcing the fund's strength. It contains 26 companies that together cover all aspects of semiconductor design and manufacturing.

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Exchange-Traded Funds Shareholders Stakes Prospects 246

The Motley Fool

DECEMBER 19, 2023

Closing out the old and ringing in the new is a great time for examination, and one of the places I start is with my portfolio. I have added to my stake several times since. Since that initial purchase, Nvidia has soared 768%, and the stock has become my sixth-largest holding, amounting to nearly 6% of my portfolio.

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Portfolios Investing Bidding Stakes 246

The Motley Fool

FEBRUARY 4, 2024

The history of CrowdStrike CrowdStrike Holdings (NASDAQ: CRWD) was incorporated in 2011 in Austin, Texas. Led by CEO and founder George Kurtz, CrowdStrike has staked its own path within the cybersecurity industry. Kurtz, who worked at McAfee from 2004 to 2011, oversaw an innovative strategy at CrowdStrike.

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The Motley Fool

APRIL 12, 2024

Amazon also has a $4 billion stake in start-up Anthropic AI, further boosting its credentials. When Alphabet first launched the Google Brain project in 2011 to develop a deep learning neural network to teach AI to recognize images, it was spearheaded by Stanford computer scientist Andrew Ng and noted AI researcher and Google fellow Jeff Dean.

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Stakes Shareholders Returns Portfolios 243

The Motley Fool

JULY 30, 2024

The stake amounted to around $2.3 Bank of America (BofA) stock has performed well since Berkshire first invested in it in 2011, returning around 12% compounded annually. At the end of the second quarter, BofA made up around 11% of Berkshire's total portfolio. On the other hand, Bank of America's loan portfolio has suffered.

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Banks Investors Stakes Assets 239

The Motley Fool

OCTOBER 18, 2024

The difference between Dogecoin and other cryptocurrencies Dogecoin was created from the open-source code for Litecoin (CRYPTO: LTC) , a token that was forked from Bitcoin's blockchain in 2011. PoS blockchains also enable their investors to "stake" (or lock up) their tokens to earn interest-like rewards.

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Exchange-Traded Funds Stakes Assets Investors 243

The Motley Fool

OCTOBER 31, 2024

Tesla's EV deliveries could shrink this year for the first time since the company launched its flagship Model S in 2011. Here's why the exchange-traded fund could be a great addition to any portfolio. Portfolio weightings are accurate as of Oct. Image source: Getty Images. Nvidia 3.52% 2. Tesla 3.34% 3. Microsoft 3.02% 4.

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Exchange-Traded Funds Stakes Funds Portfolios 246

The Motley Fool

JUNE 29, 2024

Dogecoin was created from the open source code for Litecoin , an altcoin that was forked from Bitcoin's blockchain in 2011. Shiba Inu was built on the Ethereum (CRYPTO: ETH) blockchain, which transitioned from the energy-intensive PoW method to the more energy-efficient proof of stake ( PoS ) method in 2022.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Stakes Assets 246

The Motley Fool

SEPTEMBER 22, 2024

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. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake.

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Banks Conglomerates Stakes Assets 246

The Motley Fool

OCTOBER 27, 2024

Many investors also look to Berkshire's investment portfolio to gain insights into Buffett's outlook for the broader market. That's probably why Berkshire started to buy Visa in 2011 and now holds a $2.35 billion stake in the company. billion stake in the company. billion stake in the insurer.

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The Motley Fool

SEPTEMBER 9, 2024

Here's a closer look at three of the better ones you may want to consider adding to your portfolio. Realty Income If you're looking for a stock that pays a recurring monthly dividend, it makes sense to own a stake in a company that charges its customers on a recurring monthly basis. Enter Realty Income (NYSE: O).

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Stakes Shareholders Leveraging Portfolios 246

The Motley Fool

JULY 5, 2023

A big stake and a big smile? total portfolio, making it by far Berkshire's largest holding. But he probably likes the positive impact that Apple has made so far this year on Berkshire's portfolio. Arguably, no person on the planet benefits as much from Apple reaching this milestone as Warren Buffett. Well, it's complicated.

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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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Conglomerates Initial Public Offering Banks Accounting 246

The Motley Fool

MAY 11, 2024

Personal finance experts preach the importance of diversifying your portfolio. One unexpected change in the company, the industry, or government regulations could wipe out a good chunk of your portfolio's value. Warren Buffett doesn't think diversification is always necessary when it comes to constructing a portfolio.

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The Motley Fool

JUNE 12, 2024

With that being said, there are three great Buffett picks currently discounted a bit from their recent highs, but they remain in Berkshire's portfolio for good reasons. This food giant is the result of the 2015 merger of Kraft and Heinz, a pairing partially orchestrated by Buffett when Berkshire held a major stake in H.J.

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Stakes Shareholders Leveraging Prospects 246

The Motley Fool

MAY 13, 2024

A significant percentage of the close to $20 billion in equity security sales during the first quarter relates to the disposal of around 115 million shares of tech stock Apple (NASDAQ: AAPL) , which is still far-and-away the largest holding in Berkshire's investment portfolio. Image source: The Motley Fool.

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Banks Taxes Shareholders Stakes 245

The Motley Fool

DECEMBER 28, 2023

Are you looking for some new "forever" stocks to add to your portfolio? Indeed, its 10 million-share stake is worth around $1.5 of Amazon's market cap and less than 1% of the combined value of stocks held by Berkshire Hathaway; Berkshire has even been trimming its stake in the e-commerce giant this year. That's only 0.1%

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Stakes Banks Prospects Assets 238

The Motley Fool

AUGUST 6, 2024

More specifically, it revealed an unprecedented level of selling activity in the company's 44-stock investment portfolio. billion fair value estimate for Berkshire's stake in Apple, as of June 30, implies that nearly half of the company's holdings in the tech stalwart were disposed of during the second quarter.

Banks 246

Banks Shareholders Taxes Stakes 246

The Motley Fool

JUNE 7, 2024

With its stock up 30% since the company reported its fiscal first-quarter results late last week, the idea of stepping into a new stake in Chewy (NYSE: CHWY) right now could be a little intimidating. It's been built from the ground up since its founding in 2011 to be an online-only outfit. And this has proven to be no minor detail.

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Stakes Shareholders Returns Investors 246

The Motley Fool

OCTOBER 19, 2024

The company owns stakes in three tier 1 uranium mines, as well as a 49% interest in Westinghouse Electric Company, which provides mission-critical technologies and services that are used in the nuclear power sector. Image source: Getty Images. Consider when Nvidia made this list on April 15, 2005.

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Banks Stakes Returns Companies 246

The Motley Fool

JULY 7, 2023

Berkshire Hathaway's investment portfolio is packed with profitable, time-tested, dividend-paying stocks. stake Berkshire Hathaway has taken in Occidental Petroleum over the past 18 months is indicative of the belief that energy commodities, such as crude oil and natural gas, will tread water or (more than likely) rise over time.

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Banks Debt Shareholders Capital 290

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. If you have reservations but are interested in investing in Apple, I recommend dollar-cost averaging your way into a stake.

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Public Companies Stakes Shareholders Accounting 240

The Motley Fool

NOVEMBER 6, 2024

In the fourth quarter of 2022, the Oracle of Omaha and his team began paring down Berkshire Hathaway's mammoth stock portfolio. For example, Buffett purchased $5 billion worth of Bank of America preferred stock in August 2011. billion in net-equity sales Q1 2023 : $10.41 Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

AUGUST 16, 2024

This includes buying stakes in businesses with well-defined moats or competitive advantages and hanging onto these positions for multiple years, if not decades. In 2011, Buffett purchased $5 billion worth of Bank of America preferred stock to help one of the nation's largest banks shore up its balance sheet.

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Banks Shareholders Stock Market Stock Market 246

The Motley Fool

SEPTEMBER 3, 2023

The renewable energy giant has grown its payout by at least 5% per year since its public listing in 2011. That deal added an income-producing operating portfolio and development pipeline. A powerful dividend stock Matt DiLallo (Brookfield Renewable): Brookfield Renewable has an excellent track record of paying dividends.

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Mergers and Acquisitions Stakes Assets Shareholders 246

The Motley Fool

APRIL 23, 2024

is known for its massive $350 billion stock portfolio, as many of its positions were hand-selected by legendary investor CEO Warren Buffett himself. stake in the mega-bank. One of Buffett's best investments Not only is Bank of America a large investment for Berkshire, but it is one of the most successful in its portfolio.

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Banks Stakes Investing Shareholders 130

The Motley Fool

MAY 7, 2024

He and his team, which included the affably dubbed "Architect of Berkshire Hathaway," Charlie Munger , until his November passing, strongly believe in buying stakes in wonderful businesses at a fair price and simply allowing time to work its magic. that proved invaluable. Whereas no U.S. and global economy.

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