The Motley Fool

SEPTEMBER 20, 2023

There are numerous reasons for this, which I'll get to below, but the company's favorable traits have resulted in huge gains for shareholders over the years. If you invested $10,000 in this top financial stock 10 years ago in 2013, you'd have more than $51,000 today. In the most recent quarter, Visa's operating margin was 62%.

Investing 130

Investing Shareholders Stakes Investors 130

The Motley Fool

SEPTEMBER 17, 2023

In other words, a $10,000 investment in Tesla made in September 2013 would be worth an impressive $247,250 today. Who wouldn't have loved to have this type of incredible performer in their portfolio? Of course, these comments could have just been made to ease shareholder concerns. What does the future hold?

Investing 130

Investing Prospects Shareholders Portfolios 130

The Motley Fool

JULY 9, 2023

Having nearly tripled its quarterly dividend since 2013 to the current $5, the company has also handed out its share of payout hikes to shareholders. This is why I believe that BlackRock is a stock worthy of consideration within a dividend growth portfolio, especially on any near-term weakness in the share price.

Exchange-Traded Funds 130

Exchange-Traded Funds Asset Management Pension Funds Investing 130

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%

Portfolios 245

Portfolios Investing Banks Stakes 245

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.

Portfolios 246

Portfolios Investing Banks Stakes 246

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. CEO Warren Buffett has delivered a greater than 5,000,000% aggregate return to his Class A shareholders (BRK.A) billion portfolio.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

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

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

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.

Portfolios 246

Portfolios Investing Banks Assets 246

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.

Portfolios 264

Portfolios Investing Banks Stakes 264

The Motley Fool

MAY 24, 2024

Whereas the widely followed S&P 500 has delivered a hearty total return (including dividends paid) of around 34,700% since the Oracle of Omaha became CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett has generated aggregate returns in excess of 5,000,000% for his company's Class A shareholders.

Portfolios 238

Portfolios Investing Banks Assets 238

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.

Conglomerates 246

Conglomerates Portfolios Accounting Shareholders 246

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.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

JULY 30, 2023

To provide its ample financial assistance to so many, the foundation has developed a strong investment portfolio that includes a variety of stocks. Two Motley Fool contributors examine why these two tickers hold such prominent places in the foundation's portfolio. million shares in Q2 2013 to the current position of about 54.8

Portfolios 246

Portfolios Stakes Accounting Shareholders 246

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.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

OCTOBER 2, 2024

Caterpillar (NYSE: CAT) , Chevron (NYSE: CVX) , and ExxonMobil (NYSE: XOM) are three industry-leading behemoths that reward their shareholders with a blend of dividends, buybacks, and earnings growth. And it's not as if management has put a tremendous financial strain on the company in order to placate shareholders. compared to 132.1%

Shareholders 246

Shareholders Assets Stakes Prospects 246

The Motley Fool

AUGUST 20, 2023

Over the stock market cycle between year-ends 2007 and 2013, we overperformed the S&P [500]. Investing great Warren Buffett wrote the above paragraph in his 2013 letter to shareholders of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). On Aug 14, Berkshire Hathaway revealed the most recent update for its stock portfolio.

Investing 246

Investing Banks Shareholders Stock Market 246

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. The legendary investor added, "I suggest Vanguard's." He also put Berkshire's money where his mouth is.

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

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.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

NOVEMBER 11, 2024

Since spinning off from pharmaceutical juggernaut Pfizer in 2012, the company has grown its shareholders' initial investment by some sixfold, equating to an annualized total return of 17% over 12 years. Despite this dramatic growth, the company only uses 33% of its FCF to fund its 1% dividend, leaving ample room for continued growth.

Shareholders 246

Shareholders Returns Return On Investment Capital 246

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.

Portfolios 246

Portfolios Investing Banks Assets 246

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. A heavy emphasis on cyclical stocks has helped Berkshire Hathaway and its shareholders.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

DECEMBER 8, 2023

What's made this outperformance so incredible is that Buffett and his investment team, including the late Charlie Munger , have stuck to old-school principles to make their shareholders meaningfully richer for more than a half-century. But perhaps most important, the Oracle of Omaha and his team strongly believe in portfolio concentration.

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

OCTOBER 3, 2024

Nvidia (NASDAQ: NVDA) started paying a dividend in mid-2013. Can Nvidia deliver both big dividends and massive growth potential to your portfolio? Nobody would call this dividend "high yield" Though Nvidia's dividend has grown over five times since 2013, its yield today is just 0.02%, with a per share annualized dividend of $0.04.

Investing 130

Investing Shareholders Portfolios Returns 130

The Motley Fool

AUGUST 8, 2023

for its shareholders since 1965, beating the broader markets by a wide margin. Apple: A centerpiece of Buffett's portfolio Berkshire Hathaway has been gobbling up Apple shares since 2016. Apple rewards its shareholders generously with dividends and share buybacks. These factors make Apple a great stock to own for the long term.

Conglomerates 246

Conglomerates Shareholders Returns Accounting 246

The Motley Fool

NOVEMBER 21, 2024

But there is another investment in Buffett's portfolio that makes an ideal pick at a time when you may worry about which individual stocks to select. In fact, Buffett strongly recommends that investors include this particular type of asset in their portfolios, because it represents a bet on strong American businesses.

Assets 233

Assets Funds Portfolios Shareholders 233

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. Apple: $173,672,648,862 (48.6% Coca-Cola: $22,904,000,000 (6.4%

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

SEPTEMBER 15, 2023

But perhaps most important in Warren Buffett's moneymaking recipe is his penchant for portfolio concentration. billion portfolio Buffett and his team oversee is invested in just three stocks. 8, 2023, it accounted for more than 46% of Berkshire's investment portfolio. billion) of the $353.3 As of the closing bell on Sept.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

SEPTEMBER 20, 2023

But what investors might not realize about Buffett is that he also strongly favors portfolio concentration. billion) of Berkshire Hathaway's $352 billion portfolio was invested in stocks housed in just four sectors of the market. billion) The second-largest sector in Berkshire Hathaway's $352 billion portfolio is financials.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

JANUARY 16, 2024

Here's a blue chip stock and an exchange-traded fund (ETF) to consider to help your portfolio beat the average. billion it earned in all of 2018 and over $25 billion more than it earned in all of 2013. You don't have to settle for just the average, though; plenty of stocks offer market-beating opportunities. That's more than the $57.4

Portfolios 130

Portfolios Exchange-Traded Funds Banks Shareholders 130

The Motley Fool

MAY 7, 2024

Though there are thousands of publicly traded companies for investors to choose from, few have the ability to be portfolio game-changers. Apple has put $674 billion to work in a unique way for its shareholders Collectively, Apple has spent about $183.1 billion on R&D since fiscal 2013 began. 2013 : $22.95

Investing 130

Investing Shareholders Public Companies Stakes 130

The Motley Fool

AUGUST 28, 2024

What's Warren Buffett's biggest position in his Berkshire Hathaway portfolio? The next largest position in Berkshire's portfolio is Coca-Cola, with Buffett's 400 million shares worth around $28.3 Buffett answered this question in his 2021 letter to Berkshire Hathaway shareholders. But I'd be wrong. billion and $14.6

Banks 245

Banks Conglomerates Stakes Investing 245

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.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

Private Equity Insights

AUGUST 9, 2023

Fiesta and Pollo Tropical restaurants are a natural fit into ARB’s existing portfolio,” said Matt Perelman, Managing Partner and Co-Founder of Garnett Station Partners. About Garnett Station Partners Garnett Station Partners is a principal investment firm founded in 2013 by Matt Perelman and Alex Sloane that manages over $2 billion of assets.

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

The Motley Fool

APRIL 19, 2024

Here's why the Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) deserves a spot in your long-term investment portfolio. Let's start with the fact that the ETF is a passively managed index fund, meaning it does not employ expensive portfolio managers. In Buffett's 2013 letter to Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A)

Exchange-Traded Funds 244

Exchange-Traded Funds Shareholders Funds Portfolios 244

The Motley Fool

DECEMBER 17, 2023

Dividend stocks can offer a valuable source of income for investors who want to diversify their portfolios. Only a few dividend stocks have been able to provide cash payments to shareholders consistently while also increasing their share prices over time. This may seem surprising, but ample evidence supports this claim.

Mergers and Acquisitions 246

Mergers and Acquisitions Shareholders Debt Portfolios 246

The Motley Fool

JULY 29, 2024

Buffett has bought only two ETFs for Berkshire Hathaway's portfolio. Buffett's 2013 letter to Berkshire Hathaway shareholders also supports the premise that he likes the Vanguard ETF better. Buffett wrote to Berkshire shareholders more than a decade ago that this combination is "virtually certain to get satisfactory results."

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

OCTOBER 22, 2023

In Berkshire's 2013 annual shareholder letter, Buffett laid this strategy bare by noting that a mix of 10% cash in short-term government bonds and 90% in a low-cost S&P 500 index fund would likely deliver superior returns compared to most professional money managers who charge high fees. Image Source: Getty Images.

Investors 242

Investors Fee Structure Exchange-Traded Funds Shareholders 242