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 Apple: $90.42

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The Motley Fool

FEBRUARY 9, 2024

Lengthy books have been written that discuss some of his favorite investing philosophies, such as buying stakes in brand-name businesses with sustainable moats and holding these positions for lengthy periods. However, the factor that isn't given nearly enough credit for Berkshire Hathaway's long-term success is portfolio concentration.

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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. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

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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

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. Despite stakes in 44 stocks and two exchange-traded funds, the vast majority of Berkshire's invested assets have been put to work in just a handful of Buffett's top ideas.

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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

JULY 12, 2024

Buffett's formula for success primarily involves buying stakes in brand-name, time-tested businesses with well-defined competitive advantages. 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.

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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

OCTOBER 9, 2024

But one of the unsung heroes of Buffett's long-term success has been portfolio concentration. Despite Berkshire Hathaway holding stakes in 43 stocks and two index funds , a whopping 67% ($210.4 billion) of the $315 billion portfolio Buffett oversees at his company is invested in just five unstoppable stocks. billion (13.3%

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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

AUGUST 22, 2024

And Citadel's portfolio includes so many stocks I lost count skimming through its latest 13-F regulatory filing. On the other hand, Griffin nearly doubled his stake in Apple in Q2. He first initiated a new position in the iPhone maker in the second quarter of 2013. He increased Citadel's stake in the company by 35.9%

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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. Even though Berkshire Hathaway holds stakes in more than 50 securities, a little over 61% ($216.3 billion portfolio Buffett and his team oversee is invested in just three stocks. billion) of the $353.3

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The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. Since initiating share repurchases in 2013, Apple has bought back $700.6 In a three-quarter period from Oct. billion worth of its common stock and reduced its outstanding share count by 42.2%.

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The Motley Fool

SEPTEMBER 24, 2024

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. Here's a breakdown of Apple's buyback activity over the last 11 years: 2013 : $22.95 Consider when Nvidia made this list on April 15, 2005.

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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. Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 billion) of Berkshire Hathaway's $365 billion of invested assets. Apple: $175,384,746,776 (48.1%

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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.

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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. Despite holding stakes in more than 50 securities (including index funds), as of Dec. Berkshire Hathaway CEO Warren Buffett.

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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

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

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 conglomerate's portfolio owns dozens of stocks but also features two ETFs. As usual, he was right.

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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

AUGUST 28, 2024

What's Warren Buffett's biggest position in his Berkshire Hathaway portfolio? Its stake in Apple is worth $90.7 Berkshire's stake in AmEx totals close to $38.5 The next largest position in Berkshire's portfolio is Coca-Cola, with Buffett's 400 million shares worth around $28.3 But I'd be wrong. billion and $14.6

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The Motley Fool

OCTOBER 2, 2024

He increased Citadel's stake by 20% or more for 35 of the hedge fund's top-50 holdings. This increased Citadel's stake by 63%. He first initiated a position in the pharma stock in 2013's Q2. Through the years, the billionaire hedge fund manager has increased and decreased Citadel's stake in Pfizer.

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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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The Motley Fool

JULY 9, 2023

This is especially true of the asset management industry because of the enormous resources that individual investors and institutional investors such as pension funds and insurers have at stake. 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.

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The Motley Fool

JULY 29, 2024

Buffett has bought only two ETFs for Berkshire Hathaway's portfolio. Berkshire (and therefore Buffett) owns stakes in the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). million, while its stake in the SPDR ETF stands close to $21.4 Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

MARCH 8, 2024

Research and development (R&D) expenses have grown every year since the start of 2013 and total just over $175 billion through the end of the fiscal first quarter of 2024 (Dec. billion Apple has spent on R&D since the beginning of 2013 is its "investment" that's nearly quadrupled R&D in size over the same period.

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The Motley Fool

SEPTEMBER 20, 2023

If you invested $10,000 in this top financial stock 10 years ago in 2013, you'd have more than $51,000 today. This increases the ownership stake of existing investors. 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.

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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). At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5 Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders.

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The Motley Fool

NOVEMBER 12, 2024

of its portfolio. An evergreen business model Berkshire Hathaway holds shares of American Express, Visa (NYSE: V) , and Mastercard (NYSE: MA) in its investment portfolio. billion stake in American Express dwarfs its $2.6 billion stake in Visa and $2.1 billion stake in Mastercard. However, its $43.6

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The Motley Fool

DECEMBER 28, 2023

XRP (CRYPTO: XRP) , the native cryptocurrency of the Ripple payment protocol network, has taken investors on a wild ride since its debut in August 2013. If you had invested $1,000 in XRP on its first trading day at just $0.0058893 per token, your stake would have grown to $652,030 when it reached its all-time high of $3.84

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The Motley Fool

AUGUST 23, 2023

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. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard. per share then to a yearly payout of $2.22

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The Motley Fool

OCTOBER 18, 2024

Dogecoin (CRYPTO: DOGE) has minted a lot of millionaires since its launch in December 2013. As a PoW blockchain, Dogecoin doesn't natively support smart contracts, which are used in proof-of-stake ( PoS ) blockchains like Ethereum (CRYPTO: ETH) to develop decentralized apps ( dApps ), non-fungible tokens ( NFTs ), and other crypto assets.

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The Motley Fool

OCTOBER 2, 2024

Disconcerting as this may seem, enduring the stock's declines that occur in step with sliding energy prices is table stakes for counting oneself as an energy investor. 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. compared to 132.1%

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The Motley Fool

APRIL 8, 2024

That situation added risk to Alibaba since Alibaba shares are not a direct ownership stake in the company. 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 The problem directly affected the investment world in 2022 when U.S.

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The Motley Fool

JUNE 29, 2024

Dogecoin was launched as a parody of Bitcoin (CRYPTO: BTC) in 2013, and Shiba Inu was created to poke fun at Dogecoin in 2020. 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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The Motley Fool

MARCH 19, 2025

But if you think in decades and not days, you will probably be better off with fellow financial stock Bank of Nova Scotia (NYSE: BNS) or Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) , which uses an active portfolio approach to buying clean energy assets. However, in 2013, the dividend started heading lower. Here's why.

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