The Motley Fool

MAY 19, 2024

In some ways it is probably better to think of Berkshire Hathaway as a mutual fund. Meanwhile, there is a hugely diverse portfolio of businesses contained within Berkshire Hathaway. Is that portfolio going to stay in place, or will the next CEO look to pare down the conglomerate by selling or spinning off businesses?

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The Motley Fool

AUGUST 17, 2024

PepsiCo Coca-Cola is the typical go-to name for investors looking to add a dividend-paying consumer goods stock to their portfolio -- and understandably so. From this perspective, it's not unlike a mutual fund. The remainder reflects the value of all the wholly owned private companies that also help make up the conglomerate.

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The Motley Fool

MAY 13, 2024

Here's what you need to know as you consider the buy, sell, or hold call on this massive conglomerate. It is even dramatically different from most other conglomerates. That is because its portfolio spans a vast array of industries. In the end, Berkshire is far more similar to a mutual fund than to a typical company.

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The Motley Fool

DECEMBER 2, 2024

The conglomerate also owns a slew of privately held business like Duracell batteries, Shaw flooring, Geico insurance, Clayton mobile homes, and Acme brick company just to name a few. The fact is, however, Berkshire is less like a mutual fund than perceived. It also invests in ways that most mutual fund managers simply can't.

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The Motley Fool

SEPTEMBER 27, 2024

There's a problem with mutual funds and exchange-traded funds (ETFs) that doesn't bedevil a traditional company. Berkshire Hathaway is similar to a mutual fund If you were to describe Berkshire Hathaway's business, some might argue that it is an insurance company. has achieved such impressive success over time.

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The Motley Fool

FEBRUARY 12, 2025

Again, it isn't unusual for a company to operate as a conglomerate with businesses that span many industries, but the breadth of Berkshire Hathaway's diversification is vast, including utilities, retail stores, manufacturing companies, and railroads, among many, many others. Learn More Those companies span a surprising range of industries.

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The Motley Fool

FEBRUARY 7, 2024

His track record as chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , where he manages a $373 billion portfolio along with several wholly owned companies, is astonishing. And much of that portfolio's value was built on the back of great long-term stock investments. So, why does Buffett only recommend index funds?

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The Motley Fool

OCTOBER 10, 2024

The easy way to describe Berkshire Hathaway is to call it a conglomerate. But even that doesn't really do justice to the massive portfolio of businesses it owns. It is more like a mutual fund that's run by a star manager. Sure, it is a diversified company that could easily be seen as something similar to a mutual fund.

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The Motley Fool

OCTOBER 11, 2024

Iconic CEO Warren Buffett, often called the Oracle of Omaha, has been clear about the future prospects of the conglomerate he oversees. In many ways, it is probably best to think of the company as something akin to a mutual fund. There's no doubt about it, $995 billion market cap Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

SEPTEMBER 19, 2024

Shares of the Chinese tech conglomerate Tencent Holdings (OTC: TCEHY) traded roughly 3.3% The easier way for investors to play the Chinese trade is to buy a basket of Chinese equities through an exchange-traded fund or mutual fund. higher, as of nearly 1 p.m. Should you invest $1,000 in Tencent right now?

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The Motley Fool

MAY 15, 2024

The problem is that buying a share of the conglomerate is rather costly, noting that the A share class has a 52-week high of around $647,000! The bigger question for most investors will be what they are buying when they add Berkshire Hathaway to their portfolio. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

NOVEMBER 1, 2024

At its core, Berkshire Hathaway is a giant, sprawling conglomerate. That makes Berkshire Hathaway something like a mutual fund. And what you are buying when you add the stock to your portfolio is really access to Warren Buffett. If that's the case, shouldn't you listen to the advice of the man dubbed the Oracle of Omaha?

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The Motley Fool

JUNE 11, 2024

Some investors even try to model their investment decisions based on the stocks in the Berkshire portfolio. Berkshire Hathaway is a conglomerate with a vast array of subsidiaries. Right now the portfolio includes long-term holdings like Coca-Cola and Chevron. That's more like a mutual fund than a stock investment.

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The Motley Fool

MARCH 23, 2024

Something doesn't add up for Berkshire Hathaway Anyone reading this likely already knows that while Berkshire holds about four dozen different stocks, it's not a particularly well-diversified fund. Its three biggest positions account for around 60% of Berkshire's entire stock portfolio. of Portfolio 4-Year Chg. 3-Year Chg.

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The Motley Fool

JULY 15, 2024

At the end of the day, Berkshire Hathaway is a conglomerate. But it's not like most other conglomerates, either. So the company is almost like a mutual fund. It is a lot of things all under one roof, and that list is actually not complete because there are still more businesses hidden under the covers.

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The Motley Fool

DECEMBER 6, 2024

Warren Buffett takes a bite of Domino's In mid-November, large hedge funds, mutual funds, and holding companies file their 13F filings , disclosing their buys and sells made during the prior quarter. 14, Warren Buffett conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Does Domino's belong in your portfolio?

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The Motley Fool

APRIL 12, 2024

While it is a single company, it is a conglomerate with its fingers in a vast array of businesses. In some ways, the stock is almost like a giant mutual fund. You might want to monitor the succession process from the sidelines to see if the company changes in any way before adding it to your portfolio.

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Pension Pulse

FEBRUARY 14, 2025

The Omaha, Nebraska-based conglomerate cut its stake in the bank to 8.9% The iPhone maker remains Berkshires largest stock holding, representing 28% of the conglomerates portfolio. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money.

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The Motley Fool

MAY 28, 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. Enough about those, the final point I'll make is that the reported returns for mutual funds. Red Lobster declared bankruptcy.

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Pension Pulse

AUGUST 16, 2024

Berkshire Hathaway’s portfolio holdings: Where Buffett & Co. are buying/adding Ulta Beauty (ULTA) Ulta Beauty caught Berkshire’s eye in the most recent quarter, and the conglomerate opened a position in the purveyor of beauty products, albeit a relatively small 690,000 shares. The conglomerate still owns nearly 4.7

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Pension Pulse

FEBRUARY 16, 2024

It's that time of the year again where we get a sneak peek into the portfolio's of the world's most famous money managers. The conglomerate trimmed its holdings in Apple ( AAPL ) and HP ( HPE ) while adding to its stakes in oil giants Chevron ( CVX ) and Occidental Petroleum ( OXY ). Thank you!!

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The Motley Fool

MARCH 22, 2025

Sign Up For Free The case for buying Berkshire Hathaway Berkshire Hathaway is technically a conglomerate : It operates multiple distinct businesses under its corporate umbrella. However, it is like no other conglomerate on Wall Street given the huge diversity of those businesses. It's also holding $334 billion in cash and equivalents.

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The Motley Fool

MARCH 7, 2025

You shouldn't think about Berkshire Hathaway the same way you think about other companies Berkshire Hathaway is a conglomerate , with a massive list of businesses under its umbrella. Conglomerates usually do a few related things. That includes both individual stocks and the portfolio of controlled companies within the conglomerate.

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Mutual Funds Conglomerates Asset Management Stakes 237

The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. But that's not a great fit because, in reality, Berkshire Hathaway is a giant conglomerate. Conglomerates usually do a few similar things. Image source: Getty Images.

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The Motley Fool

MARCH 9, 2025

Shares of his Berkshire Hathaway regularly outperform the S&P 500 , achieving something only a handful of mutual fund managers ever even occasionally do. With that as the backdrop, here's a closer look at three names Buffett's currently holding in Berkshire's portfolio that could be at home among your holdings as well.

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The Motley Fool

FEBRUARY 23, 2025

But what about less conventional and far simpler names like Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , which is as much a mutual fund and private equity outfit as it is anything else? Although it holds a bunch of value stocks , including names like Apple , Bank of America , and Coca-Cola , it's not a mutual fund.

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The Motley Fool

DECEMBER 29, 2024

On the other hand, building a nest egg for retirement is best done over time and with a diversified portfolio. Sign Up For Free Berkshire Hathaway CEO Warren Buffett has built a highly diversified portfolio. Buffett has steered the company over decades into the portfolio that the company holds today. Chart by author.

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The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

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The Motley Fool

JANUARY 22, 2025

Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that? When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70-100% in a given year. Bill Mann: I do.

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