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

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

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

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

Private Equity Wire

SEPTEMBER 12, 2024

European investment firm Armen, which focuses on buying stake in private equity firms, has made its first foray into the alternative credit space with the acquisition of a 16% stake in Chorus Capital, provider of default protection for loan portfolios, according to a report by Bloomberg.

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Stakes Capital Private Equity Firms Private Equity Firms 52

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 Conglomerates Investing 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

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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Portfolios Banks Investing Accounting 246

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

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 Investors Assets 243

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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Conglomerates Stakes Financial Services Shareholders 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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Stakes Conglomerates Financial Institutions Banks 246

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 235

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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Initial Public Offering Stakes Assets Portfolios 242

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

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 Prospects Stakes 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

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 244

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

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 Investors 243

The Motley Fool

MARCH 24, 2024

Apple ranks, by far, as the biggest holding in Berkshire Hathaway 's portfolio. But as much as Buffett likes Apple, Berkshire Hathaway has bigger stakes in other businesses as a percentage of their outstanding shares. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. stake in Liberty SiriusXM Series C (NASDAQ: LSXMK).

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Companies Conglomerates Stakes Shareholders 100

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

JUNE 18, 2024

Between the two, they own a 6% stake in the megacap tech giant. Beyond those two, Eric Schmidt, who served as CEO from 2001 to 2011, owns a 0.5% stake, worth about $11 billion. As you might expect, Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) largest shareholders are its two co-founders, Larry Page and Sergey Brin.

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Hedge Funds Public Companies Shareholders Stakes 130

The Motley Fool

JULY 26, 2024

In a rare move, it even secretly bought a huge stake in one company that it only revealed recently. One of Buffett's stocks below could be a great fit for your portfolio today. By building a stake in Chubb, Buffett is swimming in a pool he knows very well. Buying Chubb stock may be a wise bet for Berkshire's portfolio.

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

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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The Motley Fool

JULY 2, 2024

Big money and wide moats Berkshire Hathaway essentially manages two different portfolios. These days, the total market cap of this stock portfolio is nearly $386 billion , an immense size for what's basically an equity fund. These days, the Bank of America stake comprises just over 9% of Berkshire's equity portfolio.

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Stakes Banks Portfolios Shareholders 130

The Motley Fool

AUGUST 20, 2024

portfolio of nearly 50 stocks and exchange-traded funds for fresh investment ideas. That's why it was alarming when Berkshire started selling a lot of stocks -- including half of its stake in Apple and all of its shares of HP and Snowflake -- during the past year. billion stake accounts for 0.7% of its entire portfolio.

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Exchange-Traded Funds Stakes Financial Institutions Banks 130

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

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

SEPTEMBER 4, 2024

Make sure to track the stocks that are in Berkshire Hathaway 's portfolio. Buffett has led Berkshire for decades, showing himself as one of the best investors of all time, and monitoring the positions he's ultimately responsible for can give your portfolio a leg up. Berkshire hasn't sold a single share since acquiring his stake.

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Financial Institutions Stakes Banks Leveraging 130

The Motley Fool

OCTOBER 12, 2024

Much has happened to the company's vaunted equity portfolio since then, however, and it looks different now than it did such a short time ago. So I think it's time for a reassessment -- is the Berkshire of late 2024 still as much of a buy as it was before all those portfolio changes?

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Banks Stakes Portfolios Finance 100

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 12, 2024

There are two businesses in Buffett's portfolio that very well could be the next $1 trillion stocks: Visa (NYSE: V) and Mastercard (NYSE: MA). billion stake in Mastercard. Both stocks have been in the portfolio since 2011 -- another sign that Buffett is playing the long game with these investments.

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Stakes Returns Portfolios Assets 130

The Motley Fool

OCTOBER 19, 2024

AT&T In September, AT&T agreed to sell its remaining stake in DirecTV to a private equity firm for cash payments that could total $7.6 With a brief exception in 2018, those payments have grown or remained stable since the BDC's stock market debut in 2011. Out of 151 portfolio companies, three representing 1.5%

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Private Equity Firms Private Equity Firms Investing Business Development Companies 130

The Motley Fool

APRIL 17, 2024

The company developed the Google Brain in 2011, conducting groundbreaking research in neural networks and deep learning. These are just a few of the ways Alphabet is integrating AI into its existing portfolio of products and services. Tools in Sheets to simplify the creation of new spreadsheets and get notified of changes.

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Stakes Leveraging Stock Market Stock Market 130

The Motley Fool

AUGUST 12, 2024

The Oracle of Omaha made his biggest stock sale in the history of Berkshire Hathaway when he cut the company's stake in Apple in half last quarter. At first he did so as the portfolio manager for Buffett Partnership Ltd., He bought a controlling stake in 1965 and promptly took over as CEO. top equity holdings.

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