The Motley Fool

OCTOBER 9, 2024

But one of the unsung heroes of Buffett's long-term success has been portfolio concentration. billion) of the $315 billion portfolio Buffett oversees at his company is invested in just five unstoppable stocks. Since the start of 2013, Apple has bought back $700.6 American Express: $41.8 billion (13.3% Only three of the 12 U.S.

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The Motley Fool

APRIL 19, 2024

You'll often find the Oracle of Omaha and his closest investment aides, Ted Weschler and Todd Combs, adding brand-name, time-tested companies to Berkshire's portfolio. But something else worth noting is just how important portfolio concentration has been to Berkshire Hathaway's long-term success. Berkshire Hathaway CEO Warren Buffett.

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The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. billion) of Berkshire's $313 billion portfolio can be traced to just four magnificent holdings. Apple: $92.2 billion (29.4% Apple: $92.2

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Private Equity Professional

MARCH 6, 2025

Felbro Food Products , a food and beverage manufacturer, has been recapitalized by Felbro Culinary Specialties , a newly formed portfolio company of Clover Capital Partners and Evanston Partners. From 2002 to 2013, she served as CFO and COO of Kronos Foods , a Chicago-based food manufacturer and former Prospect Partners portfolio company.

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The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

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The Motley Fool

AUGUST 23, 2024

Although Berkshire Hathaway closed out the June quarter with 45 stocks and two exchange-traded funds in its approximately $314 billion investment portfolio, one of the key traits that's allowed Buffett and his team to vastly outperform the S&P 500 for so long is concentration. As of the closing bell on Aug. 16, 62% ($193.3 Adding the $26.5

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The Motley Fool

SEPTEMBER 18, 2024

But the one factor that doesn't get nearly enough credit for Berkshire Hathaway's long-term outperformance is the Oracle of Omaha's penchant for portfolio concentration. Since the start of 2013, Apple has bought back approximately $700 billion worth of its common stock and reduced its outstanding share count by 42.2%. billion (12.7%

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The Motley Fool

MARCH 10, 2024

And over half of this charitable foundation's $42 billion portfolio is invested in these three dividend stocks. Microsoft ranks as the top holding for the Gates Foundation Trust by far, making up 33.98% of its total portfolio at the end of 2023. of the total portfolio. It makes up 5.14% of the total portfolio.

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The Motley Fool

JULY 19, 2024

However, nowhere near enough credit for Berkshire Hathaway's long-term success is given to Buffett's penchant for portfolio concentration. Even following two consecutive quarters where Buffett and his crew lightened their load on Apple , this top holding still accounts for more than 43% of Berkshire's investment portfolio.

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The Motley Fool

MARCH 8, 2024

But if there's one catalyst to Buffett's undeniable investing success that doesn't get nearly enough credit, it's his penchant for portfolio concentration. Based on closing values from March 1, 78% -- $290 billion -- of the $369 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway was invested in only six stocks.

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The Motley Fool

MAY 22, 2024

A 13F provides a portfolio snapshot that allows professional and everyday investors an under-the-hood look at what Wall Street's most-admired investors have been buying, selling, and holding. What follows is a comprehensive breakdown of the Oracle of Omaha's portfolio at Berkshire Hathaway. billion portfolio.

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The Motley Fool

JULY 12, 2024

While this strategy places a lot of emphasis on value stocks, the occasional growth stock does wind up in the 44-stock, $410 billion portfolio Buffett and his team oversee at Berkshire Hathaway. billion) of the $410 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in four top-notch AI stocks. Apple: $183.9

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The Motley Fool

MAY 24, 2024

But the one factor that deserves far more credit than it's given for Berkshire Hathaway's otherworldly returns over the past six decades is portfolio concentration. billion) of the $378 billion portfolio Warren Buffett oversees is invested in just five stocks. Apple: $149,766,876,019 (39.7% Bank of America: $40,529,112,715 (10.7%

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The Motley Fool

DECEMBER 22, 2023

Outperformance of this magnitude is going to get a portfolio manager noticed. But the not-so-subtle secret to Berkshire's sustained outperformance might just be portfolio concentration. 15, Warren Buffett's $374 billion portfolio at Berkshire had 65% of its invested assets ($243 billion) tied up in just three stocks.

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The Motley Fool

FEBRUARY 9, 2024

However, the factor that isn't given nearly enough credit for Berkshire Hathaway's long-term success is portfolio concentration. billion) Warren Buffett oversees in Berkshire Hathaway's $371 billion portfolio are being put to work in just three brand-name companies. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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The Motley Fool

JANUARY 12, 2024

But the one factor above all others that's done most of the heavy lifting for Berkshire Hathaway over time is its highly concentrated investment portfolio. Both Warren Buffett and his late right-hand man Charlie Munger firmly believed that their top investment ideas should have added weighting in Berkshire's investment portfolio.

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The Motley Fool

NOVEMBER 24, 2023

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's success is portfolio concentration. The $357 billion portfolio that Buffett and his team oversee, which holds 51 securities, currently has 71% of invested assets tied up in just four stocks. Bank of America: $30,964,903,140 (8.7%

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The Motley Fool

JANUARY 26, 2024

However, his penchant for portfolio concentration has been one of the defining factors in Berkshire Hathaway's sustained outperformance. It has repurchased more than $600 billion worth of its common stock since instituting a buyback program in 2013. of almost 4,500,000%, as of the closing bell on Jan. Apple: $175,384,746,776 (48.1%

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Private Equity Professional

APRIL 3, 2025

CECO Environmental acquired these three pump brands in 2013 when it acquired Met-Pro Corporation. The Global Pump Solutions (GPS) business consists of three niche severe service industrial metallic, fiberglass, and thermoplastic centrifugal pump brands Dean , Fybroc , and Sethco.

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The Motley Fool

FEBRUARY 28, 2024

Warren Buffett has a "secret" portfolio that contains two prominent Magnificent Seven stocks In 1998, Buffett's company completed a $22 billion acquisition of General Re. In other words, New England Asset Management is Warren Buffett's "secret" portfolio. Warren Buffett's secret portfolio holds stakes in two of these seven companies.

Securities and Exchange Commission (SEC) 238

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The Motley Fool

MARCH 22, 2024

But you might be surprised to learn that three of the 45 stocks Buffett and his investment team are currently holding in Berkshire Hathaway's $366 billion portfolio are cutting-edge artificial intelligence (AI) stocks. Image source: The Motley Fool. trillion to global gross domestic product by the end of the decade.

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The Motley Fool

DECEMBER 8, 2023

But perhaps most important, the Oracle of Omaha and his team strongly believe in portfolio concentration. billion -- of the $363 billion investment portfolio overseen at Berkshire Hathaway by Warren Buffett was invested in just six stocks. As of the closing bell on Dec. 1, 2023, 79% -- $286.3 As of the closing bell on Dec.

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Private Equity Wire

JANUARY 10, 2025

FTV also announced the expansion of its leadership team with several promotions, including: Karen Derr Gilbert, who joined FTV in 1999 and became partner in 2013, will assume an expanded leadership role as Partner and COO. Mike Cichowski, who joined the firm in 2023 as a Partner, was named Co-Head of FTV Ascend.

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The Motley Fool

APRIL 20, 2024

Great minds think alike Buffett made an intriguing revelation about his will to Berkshire Hathaway shareholders in his 2013 annual letter. The conglomerate's portfolio owns dozens of stocks but also features two ETFs. He said his will instructs that 90% of the cash inherited by his family be invested in an S&P 500 index fund.

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The Motley Fool

OCTOBER 10, 2024

But then Nu Holdings (NYSE: NU) came along in 2013. While this may seem commonplace today, it wasn't in 2013, especially in Latin America. Look no further than Warren Buffett's portfolio. But because these banks had the resources to run thousands of physical branches, they were able to keep a stranglehold on consumers.

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The Motley Fool

OCTOBER 2, 2024

Between 2013 and 2023, ExxonMobil grew its dividend by just 36.3% growth from 2003 to 2013 -- so the pace of increases has noticeably slowed. As for its oil and gas portfolio, ExxonMobil continues to bet big on the Permian Basin in west Texas and eastern New Mexico. compared to 132.1%

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The Motley Fool

DECEMBER 22, 2023

portfolio: the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) and the Vanguard 500 Index Fund ETF (NYSEMKT: VOO). Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. In that 2013 letter, he emphasized that it's important to "keep your costs minimal." Image source: The Motley Fool.

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The Motley Fool

SEPTEMBER 24, 2023

If you're looking to add dependable, income-generating stocks to your portfolio, two Motley Fool contributors believe that you would be smart to start building positions in AT&T (NYSE: T) and Home Depot (NYSE: HD) right now. per share in 2013 to $16.69 In 2013, Home Depot paid a dividend per share of $1.56.

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Private Equity Professional

NOVEMBER 21, 2024

Goldstein will focus on expanding the firm’s limited partner relationships while managing marketing efforts for the firm and its portfolio companies. Earlier in her career, from 2006 to 2013, she served as a senior vice president in investor relations at New York City-based Avenue Capital. In her new position, Ms.

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The Motley Fool

APRIL 30, 2024

Instead of closing its brick-and-mortar stores, Costco expanded its presence from 638 warehouses at the end of fiscal 2013 (which ended in September. 2013) to 875 warehouses at the end of the first quarter of fiscal 2024. That's how Costco survived the " retail apocalypse " which wiped out many of its brick-and-mortar peers.

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The Motley Fool

FEBRUARY 28, 2025

This unsung ETF could be your portfolio's new best friend This is not a new concept. The Quality Factor ETF has been around since 2013 and has a massive $50 billion of assets under management. But this could be the right time to prefer a firmly quality-focused portfolio instead.

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The Motley Fool

FEBRUARY 18, 2024

Technically, that was the start of a new bull market, but the index didn't reach a new all-time high until March 2013. So let's say that you waited until 2013 to buy, and you'd invested in an S&P 500 index fund. It's a possibility that a downturn could be looming, and if that happens, your portfolio could take a hit.

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The Motley Fool

APRIL 3, 2025

Three stocks which I'd recommend retirees consider adding to their portfolios today are AbbVie (NYSE: ABBV) , ExxonMobil (NYSE: XOM) , and Kimberly-Clark (NYSE: KMB). Since the spinoff in 2013, the dividend has skyrocketed by 310%. AbbVie is a top stock to own in healthcare. Its current yield is a bit higher at 3.4%.

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The Motley Fool

DECEMBER 12, 2023

billion in revenue that Salesforce booked in its fiscal 2013 (which ended in January 2013). From its fiscal 2013 to fiscal 2023, Salesforce grew its revenues at a compound annual rate of 26% to reach $31.4 From 2022 to 2025, analysts expect its revenue to continue rising at a compound annual rate of 21% and reach $3.04

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The Motley Fool

APRIL 8, 2024

billion) in 2013 to 260 billion renminbi ($36 billion) in 2023, a 13-fold increase in 10 years. billion) in 2013 to 46 billion renminbi ($6.3 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.

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The Motley Fool

JANUARY 30, 2024

With that move, the stock trades at its highest point since 2013, and is closing in on the all-time high from that year. IBM's transformation As mentioned before, IBM stock peaked in 2013. Following the release of its fourth-quarter and full-year 2023 earnings, the stock price surged 9% higher in the next trading session.

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The Motley Fool

JANUARY 28, 2024

billion in 2013 to $23.6 From 2013 to 2022, AMD's operating income increased from $89 million to $1.3 On the other hand, investors who are willing to take on the elevated risk that comes with backing a younger player in a still nascent industry may find Symbotic to be the more suitable portfolio fit. billion in 2022.

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