The Motley Fool

JULY 30, 2023

However, in recent years Berkshire's portfolio has also had positions in ETFs. The conglomerate had a little over $16 million parked in each fund. Buffett argued in his 2013 shareholder letter that investors who follow this advice are "virtually certain to get satisfactory results." Does Buffett have a favorite between the two?

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The Motley Fool

JULY 29, 2024

Buffett has bought only two ETFs for Berkshire Hathaway's portfolio. The conglomerate's position in the Vanguard ETF tops $21.5 Buffett's 2013 letter to Berkshire Hathaway shareholders also supports the premise that he likes the Vanguard ETF better. The good news is that the list of potential candidates is short.

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Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

AUGUST 14, 2023

There is very little overlap between the two portfolios. It started out in Brazil in 2013 and has since expanded into Colombia and Mexico. It started out in Brazil in 2013 and has since expanded into Colombia and Mexico. It's not surprising that Wood included Nu in the portfolio of her Ark Fintech Innovation ETF.

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Stakes Conglomerates Banks Portfolios 246

The Motley Fool

AUGUST 5, 2023

If you're looking to follow in Buffett's footsteps, read on to see why two Motley Fool contributors believe that investing in these Berkshire Hathaway portfolio components would be a smart move this month. In a stunning vote of confidence, the Oracle of Omaha has made the tech stock Berkshire Hathaway's largest portfolio holding by far.

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The Motley Fool

AUGUST 23, 2023

Shares of his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , have a long-term track record of growth that proves it. Here's a closer look at three stocks Buffett has added to the Berkshire portfolio that you might want to step into (or buy more of) before August comes to a close. He's also holding nearly 12.5

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Stakes Conglomerates Banks Capital 245

The Motley Fool

JULY 15, 2024

The diversified healthcare conglomerate sells pharmaceuticals, medical devices, and various other products worldwide through its two units: Innovative Medicine and MedTech. Since being spun off from Abbott Labs as its own business in 2013, the company has paid and raised its dividend every year. AbbVie's dividend resume is impressive.

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The Motley Fool

DECEMBER 16, 2023

If you have some extra cash, this stock is worth at least a small allocation in a well-rounded portfolio. A handful of analysts cover the stock, yet this software conglomerate has grown revenue and free cash flow at 22% and 25%, respectively, over the last 10 years.

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Conglomerates Venture Capital Shareholders Financial Services 244

The Motley Fool

JANUARY 21, 2024

And this is precisely why Berkshire Hathaway , the conglomerate headed by Warren Buffett, has owned shares in the company since 1988. And that helps explain why the beverage stock currently makes up under 7% of Berkshire's equities portfolio. In the last 10 years, from Q3 2013 to Q3 2023, sales were flat.

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Conglomerates Banks Shareholders Stakes 188

The Motley Fool

JULY 27, 2023

The conglomerate has regulatory approval to acquire up to 50% of Occidental. Buffett wrote in his 2013 letter to Berkshire Hathaway shareholders that he and longtime business partner Charlie Munger look at two things before buying a stock or an entire business. The energy stocks in Berkshire's portfolio underscore this.

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Stakes Conglomerates Shareholders Companies 187

The Motley Fool

APRIL 28, 2024

In his 2013 letter to Berkshire Hathaway shareholders, he recommended that most investors put their money in such a fund. Berkshire Hathaway's portfolio includes only two ETFs. More of the conglomerate's money is invested in the Vanguard S&P 500 ETF. Image source: Getty Images.

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Exchange-Traded Funds Conglomerates Shareholders Funds 130

Private Equity Insights

SEPTEMBER 13, 2023

Australia’s biggest private hospital operator Ramsay Health Care Ltd and Malaysian conglomerate Sime Darby Bhd have shortlisted candidates for the sale of their hospital unit, which could fetch about US$1.5 billion in a deal, according to people with knowledge of the matter.

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The Motley Fool

OCTOBER 7, 2024

That doesn't mean the Vanguard S&P 500 ETF's portfolio includes 500 stocks, though. The conglomerate's stake in the Vanguard ETF, though, is a little higher than its stake in the SPDR ETF. Buffett also mentioned Vanguard by name in his 2013 Berkshire Hathaway shareholder letter.

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Exchange-Traded Funds Conglomerates Stakes Shareholders 130

The Motley Fool

AUGUST 5, 2024

Adding some shares of Bristol Myers Squibb to a diversified portfolio now and holding them over the long run looks like a great way to pump up your passive income stream. If we include Abbott Laboratories , the conglomerate it spun off from in 2013, its dividend payment history goes back over a century. dividend yield.

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The Motley Fool

JULY 19, 2024

When the Model S was introduced, Motor Trend named it 2013's "Car of the Year," a well-deserved title. Warren Buffett and his Berkshire Hathaway conglomerate are well-known for their aversion to new technologies, so you might be surprised to learn that Berkshire owns 6% of BYD. Don't get me wrong.

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The Motley Fool

APRIL 9, 2024

If you're building a stream of dividend income to fuel your retirement dreams, it helps to fill your portfolio with businesses that can keep growing through a wide range of economic conditions. AbbVie AbbVie's raised its dividend payout a whopping 288% since the pharmaceutical giant spun off from Abbott Laboratories in 2013.

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Conglomerates Buyout Portfolios Returns 130

The Motley Fool

FEBRUARY 27, 2024

Here's why adding them to a diverse portfolio looks like a great way to set yourself up with a huge passive income stream once you're ready to retire. Abbott Laboratories AbbVie was Abbott Laboratories ' (NYSE: ABT) pharmaceutical division until 2013. Image source: Getty Images. healthcare system. Abbott's stock offers a 1.8%

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Conglomerates Portfolios Returns Investors 130

The Motley Fool

OCTOBER 12, 2024

That's by far more cash than the conglomerate has ever had. When the company separated from Abbott in 2013, the blockbuster autoimmune disease drug Humira generated over 50% of total revenue. Treasury bill position far in excess of what conventional wisdom deems necessary." That's an understatement. Ten years later, Humira lost U.S.

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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. However, the Series "B" stock gives the conglomerate 10 votes per share. The stock ranks as the sixth-largest holding in Buffett's portfolio with a value of around $15.8

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The Motley Fool

AUGUST 3, 2024

Others simply want the companies in their portfolios to write them a check on a recurring basis. billion in 2023 were actually slightly below the total 10 years earlier in 2013. of Coca-Cola's outstanding shares, giving the conglomerate $776 million in annual passive income based on the yearly dividend of $1.94 Sales of $45.8

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Conglomerates Prospects Shareholders Portfolios 100

The Motley Fool

MARCH 13, 2024

When JPMorgan was under fire in 2013, Buffett compared Dimon's leadership of the company to baseball great Babe Ruth. However, in the first quarter, the conglomerate bought more than 9.9 Buffett could have targeted Discover Financial Services (NYSE: DFS) for Berkshire's portfolio. Capital One Financial (NYSE: COF). Or did they?

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Securities and Exchange Commission (SEC) Conglomerates Financial Services Banks 100

The Motley Fool

MAY 19, 2024

A good place to look for investment ideas might be Berkshire Hathaway 's portfolio. The Oracle of Omaha's conglomerate owns dozens of stocks. of Berkshire's portfolio, behind only Apple , Bank of America , and American Express. But to be clear, not all of them should be purchased, especially if you want to beat the S&P 500.

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Conglomerates Banks Leveraging Portfolios 100

The Motley Fool

JANUARY 9, 2024

In about 20 seconds of reading, you can learn that his prior role was the chief operating officer (COO) of Abbott Laboratories , which AbbVie spun off from in 2013 -- with him at the helm. Let's use AbbVie (NYSE: ABBV) as an example, starting with the information available about its CEO, Richard Gonzalez.

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The Motley Fool

MARCH 26, 2024

But not all of the equities the conglomerate holds in its portfolio are great buys today. In my view, two companies he owns should be added to your portfolio right now. Combined, they make up less than 1% of Berkshire's portfolio, but they have been massive winners historically. That was lower than its total in 2013.

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Conglomerates Prospects Banks Shareholders 100

The Motley Fool

FEBRUARY 22, 2024

Berkshire Hathaway , the sprawling conglomerate that has its hands in various industries, also owns a massive equities portfolio. of the $367 billion stock portfolio. of the $367 billion stock portfolio. Between 2013 and 2023, revenue and diluted earnings per share (EPS) increased at compound annual rates of 11.7%

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Initial Public Offering Conglomerates Banks Stakes 100

The Motley Fool

DECEMBER 18, 2023

The conglomerate he runs, Berkshire Hathaway , owns 9.3% Coca-Cola is the fourth largest position in the portfolio, and it generates roughly $736 million in passive annualized income for Berkshire, so Buffett probably has no intention to sell anytime soon. 2013, Coca-Cola has produced a total return (including dividends) of 107%.

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Conglomerates Shareholders Prospects Portfolios 100

The Motley Fool

JUNE 23, 2024

Despite Coca-Cola having the Buffett-led conglomerate's vote of confidence, returns have been poor. Not a good setup for investors As we've seen with Coca-Cola stock's trailing five-year underperformance, a strong brand and high profitability aren't enough to reward shareholders and their portfolios. Its 2023 revenue of $45.8

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Conglomerates Prospects Shareholders Returns 100

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

DECEMBER 5, 2023

Even taking a quick glance at the investment conglomerate's stock portfolio reveals that owning high-quality dividend stocks is one of Buffett's favorite ways to make money while catching some shuteye. of Berkshire's stock portfolio. per share in 2013. of Berkshire's stock holdings. of the investment giant's holdings.

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Conglomerates Portfolios Accounting Banks 246

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. No wonder Warren Buffett loves Coca-Cola stock Parkev Tatevosian: Warren Buffett has several excellent dividend stocks in the Berkshire Hathaway portfolio.

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Conglomerates Banks Debt Portfolios 245

The Motley Fool

JULY 30, 2023

Back in 2013, J.P. However, the good news for AbbVie is that we've seen internal innovation and acquisitions result in a more diversified product portfolio and revenue stream over time. Although Wall Street offers few guarantees, history has consistently shown that dividend stocks stand head and shoulders above their competition.

Investing 246

Investing Conglomerates Buyout Liabilities 246

The Motley Fool

OCTOBER 14, 2024

Our experience as investors gives us the long view, the F Foolish view acquaints us with great prosperity creating stories, especially look across a portfolio. Fast forward to 2013. We made it the largest position in the growth portfolios that are serving our Motley Fool Wealth Management clients. Sometimes both. I say, yes.

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Investing Debt Shareholders Accounting 130

The Motley Fool

JANUARY 11, 2024

Adobe in 2013 with its Creative Cloud offering, began to shift the model. Maybe to the Motley Fool's shame, no Fool service had ever recommended this stock until Backstage portfolio did last month. I can think of the Industrial Revolution, for example, the invention of the steam engine and what that has done to shipping.

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The Motley Fool

APRIL 12, 2025

However, this is exactly what Berkshire Hathaway is doing with its stake in Nu Holdings (NYSE: NU) , a company whose shares the conglomerate purchased during its initial public offering in December 2021. Nu is a young business, having been founded in 2013. But it's likely developing switching costs with its customers.

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Initial Public Offering Conglomerates Banks Consultants 242

The Motley Fool

JANUARY 10, 2025

If you're an astute investor, then you've probably already got the foundational pillars of your portfolio in place. Although it only launched in 2013, it now serves a whopping 110 million customers despite only offering online/mobile banking services in three countries. Consider when Nvidia made this list on April 15, 2005.

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Banks Conglomerates Stakes Portfolios 246

The Motley Fool

JANUARY 11, 2025

The conglomerate has long been a shareholder in Coca-Cola, today owning 9.3% Revenue in fiscal 2023 was lower than in fiscal 2013, so there's no reason to believe Coca-Cola will soon experience fast growth. Could putting $5,000 into this beverage stock now make you a millionaire one day? of the company's outstanding stock.

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Exchange-Traded Funds Investing Conglomerates Shareholders 189

The Motley Fool

FEBRUARY 26, 2025

These letters from the conglomerate's billionaire CEO are considered must-reads by millions of investors and often contain multiple valuable pieces of investing wisdom. I've made some big mistakes in my portfolio, such as selling Tesla stock in 2013 after it had roughly tripled from its IPO price. shareholders.

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Investing Conglomerates Shareholders Portfolios 130

The Motley Fool

SEPTEMBER 25, 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. Why had Wall Street soured on conglomerates and how did Amazon start to change that thinking? 2013, he was not.

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Conglomerates Venture Capital Shareholders Legal 130