The Motley Fool

FEBRUARY 27, 2025

But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness. 1, 2022 through Dec.

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The Motley Fool

SEPTEMBER 6, 2024

However, not all 45 stocks held in Berkshire Hathaway's roughly $318 billion investment portfolio share the same outlook. While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings.

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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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The Motley Fool

JUNE 5, 2024

Microsoft (NASDAQ: MSFT) accounted for 34% of the portfolio. accounted for 16% of the portfolio. Waste Management (NYSE: WM) accounted for 16% of the portfolio. As of the first quarter, the BMG Foundation Trust had 66% of its assets invested in just three stocks. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

JANUARY 3, 2025

Indeed, The Wall Street Journal reports that Alphabet paid Apple $20 billion in 2022, but that revenue (which falls under the services segment) could disappear when the case is finally resolved. Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. Valuation is also a concern.

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The Motley Fool

JUNE 26, 2024

You don't have to go back far to see when it has struggled -- Nvidia stock lost a full 50% of its value in 2022. There's likely to be significant pullback at some point -- here's how to keep it from upending your portfolio. Holding just one stock, or letting it make up an outsized percentage of your portfolio, is a major risk.

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The Motley Fool

OCTOBER 2, 2024

Under the leadership of its legendary chief executive officer, Warren Buffett, Berkshire Hathaway has become one of history's most successful companies and delivered stellar returns for long-term shareholders. billion stock portfolio. Apple continues to be the largest position in Berkshire's portfolio and accounts for roughly 29.4%

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The Motley Fool

AUGUST 21, 2024

According to Berkshire's newest 13F, the appropriately named "Oracle of Omaha" and his investment lieutenants, Todd Combs and Ted Weschler, are overseeing a 45-stock portfolio spread across $314 billion of invested assets. Here's a thorough breakdown of Warren Buffett's portfolio at Berkshire Hathaway. million shares of Chevron.

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The Motley Fool

FEBRUARY 14, 2025

1, 2022 and Sept. He hasn't spent anywhere close to this amount of money buying shares of any other company in Berkshire Hathaway's 44-stock, $299 billion investment portfolio. Steadily reducing the company's share count helps to gradually increase the ownership stakes of existing shareholders. stocks into U.S.

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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 billion (12.2%

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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. Non-linear economic cycles allow banks to grow their loan portfolios over time and generate progressively higher fees and interest income. Apple: $89 billion (28.8%

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The Motley Fool

OCTOBER 7, 2024

He will then buy shares and use his influence to unlock shareholder value. As a result, Pershing Square has a highly concentrated portfolio, and just three stocks account for more than 53% of the entire $10.6 billion at the end of 2022. As an activist investor , he can focus on only so many businesses at once.

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The Motley Fool

JUNE 11, 2024

They buy dividend-paying stocks because they know that companies committed to returning a portion of earnings to shareholders tend to outperform ones that don't. In 2022, the company cut its dividend nearly in half. Billionaire investors generally don't necessarily need dividend income to make ends meet.

Portfolios 244

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The Motley Fool

MARCH 6, 2025

Carey 's (NYSE: WPC) stock price peaked in July 2022 at almost $78 per share. Two factors have weighed on the real estate investment trust's ( REIT ) stock price: interest rates and portfolio changes. While interest rates are out of the company's control, it's actively working to rebuild its portfolio. In addition, W.P.

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The Motley Fool

SEPTEMBER 21, 2024

Investors with huge portfolios can afford to focus on a stock's valuation without thinking about the price of one share. After all, the portfolio he manages for Berkshire Hathaway is sitting on a cash position of $277 billion. Several of them can be found in Buffett's Berkshire Hathaway portfolio. Why buy Lennar stock?

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Private Equity Professional

JANUARY 14, 2025

During Cortecs ownership, RMS completed the acquisitions of Texas-based Breaux Machine Works (July 2022), Texas-based Origin Metrology Group (May 2023), Houston-based Plant Process Machine Works (November 2023), and New York-based Blading Services Unlimited (November 2023). Cortec Group acquired RMS from Incline Equity Partners in June 2019.

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The Motley Fool

JULY 28, 2024

for shareholders since taking over the business in 1965. In his most recent letter to shareholders, Buffett suggested another stock that should perform better than the average American company, and it could turn out to be a great value stock for investors. Buffett's produced an average compound annual gain of 19.8% in that time.

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The Motley Fool

APRIL 1, 2025

Even more appealing is Bristol Myers Squibb's 4% dividend yield, making it an excellent choice for investors seeking regular portfolio income. The company's scale and diversified portfolio of more than 30 marketed products, along with an even larger clinical pipeline, underscore the appeal of its stock as an investment.

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The Motley Fool

OCTOBER 26, 2024

Additionally, investors appreciate the Oracle of Omaha's generally open-book approach in his annual letter to shareholders and during his roughly five-hour question-and-answer session during Berkshire Hathaway's annual shareholder meeting. Beginning in the fourth quarter of 2022 (Oct. 1, 2022 and June 30, 2024.

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The Motley Fool

SEPTEMBER 9, 2024

In 2022 and 2023, the Federal Reserve hiked interest rates 11 times in an effort to stifle abnormally high levels of inflation. has materially cooled from its high points during the summer of 2022. BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis.

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The Motley Fool

FEBRUARY 28, 2025

Consumer confidence is running low, and the bull market that started in October 2022 might be running out of rocket fuel. This unsung ETF could be your portfolio's new best friend This is not a new concept. But this could be the right time to prefer a firmly quality-focused portfolio instead.

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The Motley Fool

NOVEMBER 8, 2024

Warren Buffett is one of the most well-respected portfolio managers in the world, and there's good reason for that. in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% billion portfolio at the end of the third quarter. His track record speaks for itself. through 2023. in that period.

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The Motley Fool

JULY 16, 2024

However, Equinor cashed in on the oil and gas recovery over the last few years -- booking record revenue, net income, and free cash flow in 2022. per share in Q3 2022. per share in dividends in 2022, and $3.40 Equinor would be a good fit for your portfolio if you want a high-yield stock and agree with the company's strategy.

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The Motley Fool

AUGUST 6, 2024

Buffett releases his annual letter to shareholders. Buffett speaks candidly with investors during Berkshire's annual shareholder meeting. More specifically, it revealed an unprecedented level of selling activity in the company's 44-stock investment portfolio. have sold more securities than they've purchased: Q4 2022 : $14.64

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The Motley Fool

NOVEMBER 7, 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. In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value.

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The Motley Fool

AUGUST 24, 2024

Since December 2022, its stock purchases have totaled $21 billion, but its stock sales have exceeded $137 billion. He manages most of Berkshire's equity investment portfolio, so record levels of relatively liquid capital imply he's struggling to find stocks worth buying in the current environment.

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The Motley Fool

JUNE 27, 2024

The company has been gaining steam since the launch of ChatGPT in November 2022. Somewhat surprisingly, history says Nvidia shareholders could make more money in the second half of 2024, even after triple-digit gains in the first half of the year. But Wall Street analysts have considered those variables and don't have a great view.

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The Motley Fool

JULY 13, 2024

I predict the oil producer will become a bigger part of Buffett's portfolio. Buffett proclaimed Occidental as one of eight stocks he expects Berkshire would "maintain indefinitely" in his annual shareholder letter earlier this year. Buffett noted in the shareholder letter that he isn't interested in fully owning Occidental.

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The Motley Fool

JULY 10, 2024

Perhaps few will understand this better than Nvidia (NASDAQ: NVDA) shareholders, who have enjoyed total returns of more than 3,000% during the past five years despite challenges like the COVID-19 pandemic and rising interest rates, which crushed many stocks in the short term. Image source: Getty Images. But these are all what-if scenarios.

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The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. Occidental Petroleum Buffett and his team are currently overseeing a $403 billion, 44-stock investment portfolio at Berkshire Hathaway.

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

JANUARY 10, 2025

Should we reach a point at which companies acquiring Nvidia GPUs to train their AI models have all the computing capacity they need, there could be a similar stock crash as experienced in 2018 and 2022 because Nvidia wouldn't have near the demand. That will be another dark year for Nvidia's stock, as it will likely crash.

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The Motley Fool

OCTOBER 20, 2024

The latest sale is particularly interesting The Securities and Exchange Commission (SEC) requires large shareholders -- investors owning more than 10% of a company's stock -- to report any trade within two business days. In the years before 2022, banks bought a large number of debt securities that are now a drain on income.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. But it has also invested in a portfolio of five stocks, in which it owns only part of the public companies. And, as a large shareholder, he pushes for those changes. Should you invest in Southwest Gas, too? It depends.

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The Motley Fool

DECEMBER 20, 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. Our global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together.

Securities and Exchange Commission (SEC) 246

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The Motley Fool

AUGUST 10, 2024

Buffett is in charge of almost all of Berkshire's equity portfolio and managing the company's cash position. At one point, Apple accounted for nearly 50% of Berkshire's entire portfolio. He explained his reasoning behind the sales at the most recent shareholder meeting. returned by the S&P 500 over the same period.

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The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

JULY 5, 2024

This explains why roughly 40,000 investors eagerly flock to Berkshire's annual shareholder meeting each year. At the moment, Berkshire's $386 billion investment portfolio comprises 44 stocks and two exchange-traded funds. Many books have been written about Buffett's "recipe" for success. Image source: Getty Images. billion.

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