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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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

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.

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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

SEPTEMBER 24, 2024

Apple's $700 billion investment has been a godsend for its shareholders Berkshire Hathaway CEO Warren Buffett made Apple his company's top holding for a good reason. But the unmistakable investment that's played the biggest role in Apple's success is the roughly $700 billion it's apportioned to share repurchases since the start of 2013.

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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 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.

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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

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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

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

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

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.

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

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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

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.

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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

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.

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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.

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

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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.

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

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The Motley Fool

MARCH 8, 2024

While there's a laundry list of catalysts that have lifted Apple's valuation over time, the company's success ultimately boils down to two factors: innovation and a surprising "investment" that's been highly beneficial to its shareholders. It can also reward shareholders in a way that no other business can. Image source: Getty Images.

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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

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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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.

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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

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%

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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)

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The Motley Fool

JULY 2, 2023

Investing in consistently profitable businesses with a track record of prioritizing shareholders is a winning investment philosophy. This is because such companies have both the ability and desire to reward shareholders with steady dividends. But should income investors buy the stock at the present $33 share price?

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The Motley Fool

JULY 30, 2023

However, in recent years Berkshire's portfolio has also had positions in ETFs. In his 2013 letter to Berkshire Hathaway shareholders, the legendary investor revealed that his will advises that the cash his family will inherit be invested primarily in a low-cost S&P 500 fund. Image source: Getty Images. I think he does.

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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.

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The Motley Fool

SEPTEMBER 10, 2023

Buffett's favorite fund In his 2013 letter to Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) shareholders, Buffett recommended that most investors should put their money in a low-cost S&P 500 index fund. Second, Buffett mentioned in his 2013 letter to Berkshire shareholders that he "suggest[s] Vanguard."

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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.

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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

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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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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."

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The Motley Fool

FEBRUARY 21, 2025

Warren Buffett wrote to Berkshire Hathaway shareholders in 2014 that most investors shouldn't try to pick individual stocks to buy because they couldn't "predict their future earnings power." In his 2022 letter to Berkshire Hathaway shareholders, he wrote that he believed "that near-term economic and market forecasts are worse than useless."

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