The Motley Fool

NOVEMBER 16, 2024

There are a number of reasons Microsoft holds such a prominent place in the portfolio. 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. billion (as of this writing).

Portfolios 246

Portfolios Stakes Returns Investors 246

The Motley Fool

OCTOBER 18, 2024

Seasoned investors preach the importance of a well-rounded and diversified portfolio , and using ETFs is arguably the easiest way to accomplish this goal. Following are four Vanguard ETFs that can give you a well-rounded portfolio you can lean on for the long haul. A few ETFs can do the trick.

Portfolios 246

Portfolios Exchange-Traded Funds Funds Returns 246

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

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

NOVEMBER 19, 2024

Travis Hoium uncovers his portfolio based on a recent filing with the SEC. Bill Ackman is a billionaire investor with a history of huge wins like Chipotle (NYSE: CMG) , which he bought at the company's low point in 2016. But where is Ackman investing today? Stock prices used were end-of-day prices of Nov. The video was published on Nov.

Portfolios 130

Portfolios Investing Returns Companies 130

The Motley Fool

NOVEMBER 20, 2024

One big surprise was a new entry into the portfolio. Of course, investors can have a stake in Berkshire's portfolio just by owning Berkshire Hathaway stock, which has more than doubled in value for investors over the last five years. Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) That was the only sizable new stock holding.

Portfolios 130

Portfolios Stakes Investors Returns 130

Private Equity Info

NOVEMBER 18, 2024

We recently analyzed private equity firms portfolio company data to determine which firms are holding the most companies.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Portfolios 130

The Motley Fool

JULY 10, 2024

Instead, what investors might want to do is focus on stocks that aren't in Berkshire's portfolio but that have the same attractive features many Buffett-type stocks possess, such as strong fundamentals, brand power, and predictable earnings growth. Consider when Nvidia made this list on April 15, 2005.

Portfolios 244

Portfolios Returns Investors Companies 244

The Motley Fool

MAY 18, 2024

When it comes to building a portfolio, it is smart to first build a foundation with exchange-traded funds (ETFs) and/or index funds. 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.

Portfolios 245

Portfolios Exchange-Traded Funds Funds Returns 245

The Motley Fool

OCTOBER 11, 2024

The good news is that it doesn't take "hitting it big" or generational returns to make a million-dollar portfolio a reality. If there's one ETF to lean on en route to a million-dollar portfolio, it would be this one. Here's why. Image source: Getty Images. A history of impressive and encouraging returns This ETF was created in Sept.

Portfolios 228

Portfolios Exchange-Traded Funds Returns Stock Market 228

The Motley Fool

MAY 22, 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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $580,722 !*

Portfolios 246

Portfolios Returns Investors Companies 246

The Motley Fool

NOVEMBER 1, 2024

The trust's equity portfolio is currently valued at around $49 billion. It appears that a large chunk of that donation came in the form of Microsoft shares, because the trust added about 38 million shares to its portfolio in 2022, worth about $8.9 million shares in its portfolio. Let's take a closer look at them.

Portfolios 246

Portfolios Investing Enterprise Values Assets 246

The Motley Fool

JULY 13, 2024

That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is Berkshire's largest position. of Berkshire Hathaway's portfolio Visa (NYSE: V) has more than 4.4 Apple: 44.8% Coca-Cola: 6.1%

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

OCTOBER 9, 2024

With that said, three existing stocks in Berkshire's $315 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is the largest company in the world, with a market capitalization of $3.4 Image source: The Motley Fool.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

AUGUST 2, 2024

The top holdings in the Berkshire Hathaway portfolio all pay dividends, but that's just one common theme among those blue chip stocks. They're also big names within their respective industries, and they are solid investments that any investor can justify putting in a portfolio and hanging on to for years. Apple: 43.1% Coca-Cola: 6.7%

Accounting 245

Accounting Portfolios Banks Investors 245

The Motley Fool

JULY 18, 2024

Among these various funds, the Vanguard Total Stock Market Index Fund ETF (NYSEMKT: VTI) stands out as a comprehensive option for investors looking for a diversified stock portfolio without the hassle of performing extensive due diligence and frequent monitoring. Image source: Getty Images.

Stock Market 246

Stock Market Stock Market Portfolios Due Diligence 246

The Motley Fool

SEPTEMBER 19, 2024

Luckily for individuals, large investment funds are required to disclose their buys and sells and overall portfolio each quarter. Should you hop on the dividend growth train and buy Philip Morris International stock for your portfolio? Consider when Nvidia made this list on April 15, 2005.

Portfolios 245

Portfolios Hedge Funds Leveraging Shareholders 245

The Motley Fool

AUGUST 4, 2024

Seven months later, the leading iShares Bitcoin Trust ETF (NASDAQ: IBIT) has built a portfolio of $21.7 All in all, crypto should play a supporting role in a diversified investment portfolio. In my case, for example, direct crypto holdings and Bitcoin ETFs account for less than 5% of my total investment portfolio.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Portfolios Exchange-Traded Funds Legal 245

The Motley Fool

FEBRUARY 20, 2024

When building a successful portfolio it is important for you to have a strong core. Core positions of your portfolio should be safe, reliable, and consistent. In today's video, I cover five dividend stocks that show all these qualities and more. One of those core positions is Microsoft (NASDAQ: MSFT).

Portfolios 246

Portfolios Returns Investors Investing 246

The Motley Fool

SEPTEMBER 16, 2024

So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. Image source: Getty Images.

Portfolios 246

Portfolios Taxes Investing Banks 246

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. American Express: $39.3

Portfolios 245

Portfolios Investing Banks Stakes 245

The Motley Fool

MAY 10, 2024

While the healthcare REIT has a fairly well-diversified portfolio, it has become a tale of two portfolios. It's the best of times for its international portfolio and those in the U.S. They've also overshadowed the underlying strength of the rest of its portfolio. billion of assets at the end of the first quarter.

Portfolios 246

Portfolios Prospects Assets Debt 246

The Motley Fool

SEPTEMBER 23, 2024

The Oracle of Omaha has a secret $602 million portfolio, and three AI stocks are getting the heave-ho In 1998, Berkshire Hathaway acquired General Re in an all-share deal valued at $22 billion. Thus, New England Asset Management is, effectively, Warren Buffett's $602 million secret portfolio. What was once a portfolio that boasted $6.3

Portfolios 244

Portfolios Asset Management Stakes Assets 244

The Motley Fool

NOVEMBER 1, 2024

The challenge for investors today is whether it's still worth buying the stock, particularly for your retirement portfolio. Nvidia is a great stock to own for the long haul, but it's important to consider your own personal investing goals as it may not be a suitable option for all portfolios. Nvidia did it in five.

Portfolios 130

Portfolios Returns Investors Companies 130

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%

Portfolios 246

Portfolios Banks Investing Exchange-Traded Funds 246

The Motley Fool

AUGUST 9, 2023

It's the type of investment you would expect to see in the billionaire investor's portfolio. But while Amazon is now in Berkshire's portfolio (accounting for a very modest 0.4%), Microsoft still isn't -- and might not be, at least as long as Buffett is running things. Here's a closer look at why that is. At around $2.5

Portfolios 245

Portfolios Banks Accounting Investors 245

The Motley Fool

APRIL 18, 2024

Below is a nuts and bolts overview of three Vanguard growth ETFs that epitomize the simple, cost-efficient approach to investing and could serve as the backbone of a well-diversified portfolio. Read on to find out more about these popular funds. Image source: Getty Images.

Portfolios 245

Portfolios Funds Exchange-Traded Funds Returns 245

The Motley Fool

AUGUST 26, 2024

Such funds offer a diverse portfolio of stocks representing numerous industries. And yet, Berkshire Hathaway's $312 billion investment portfolio is heavily concentrated in just a few stocks. Its top three holdings account for nearly 53% of the portfolio's value. Berkshire Hathaway CEO Warren Buffett.

Portfolios 241

Portfolios Stakes Investing Banks 241

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.

Portfolios 246

Portfolios Investing Stakes Shareholders 246

The Motley Fool

JULY 19, 2024

However, nowhere near enough credit for Berkshire Hathaway's long-term success is given to Buffett's penchant for portfolio concentration. Even following two consecutive quarters where Buffett and his crew lightened their load on Apple , this top holding still accounts for more than 43% of Berkshire's investment portfolio.

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

MAY 5, 2024

Warren Buffett's company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , holds dozens of different stocks in its portfolio. Given his admiration for the stock, it's hard to imagine any other investment could take the top spot in Berkshire Hathaway's portfolio. of the portfolio's total weight, it's barely hanging on to the No.

Portfolios 245

Portfolios Banks Financial Institutions Accounting 245

The Motley Fool

JANUARY 7, 2024

When the risk associated with any individual stock in your portfolio is high, spreading out your investments is essential. The top three stocks in my portfolio make up 32% of the total value. IBM IBM has been in my portfolio for a long time. Ideally, the few big winners will more than offset the many losers.

Portfolios 264

Portfolios Conglomerates Consultants Consulting 264

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.

Portfolios 246

Portfolios Stakes Banks Exchange-Traded Funds 246

The Motley Fool

AUGUST 24, 2024

While the Trust continues to own stakes in more than two dozen companies, 83% of its portfolio was comprised of just four stocks at the close of the second quarter. Given Berkshire's portfolio of profitable businesses and successful stock holdings, it isn't surprising that the Trust continues to keep so much of the stock on hand.

Portfolios 246

Portfolios Stakes Returns Investors 246

The Motley Fool

SEPTEMBER 8, 2024

In fact, each of the company's 10 largest stock holdings pays a dividend -- and its portfolio is heavily weighted toward just a handful of dividend-paying stocks. of Berkshire Hathaway's $312 billion stock portfolio. of the entire Berkshire Hathaway portfolio. Read on for a look at the two dividend stocks that account for 40.5%

Portfolios 235

Portfolios Banks Shareholders Accounting 235

The Motley Fool

NOVEMBER 17, 2024

portfolio is invested in one stock that could soar 25% over the next 12 months, according to Wall Street. Occidental now ranks as the sixth-largest holding in Berkshire Hathaway's portfolio. It's fair to say that Buffett doesn't think too highly of Wall Street analysts' opinions. As a case in point, $12.9 Berkshire's stake in the U.S.

Portfolios 187

Portfolios Conglomerates Investing Shareholders 187

The Motley Fool

MAY 9, 2024

Among them, the Vanguard Total Stock Market ETF (NYSEMKT: VTI) stands out as a one-stop shop for investors seeking a diversified stock portfolio. Its low costs, broad diversification, and solid track record of returns make it a suitable core holding that can serve as a complete stock portfolio. Image source: Getty Images. stock market.

Portfolios 244

Portfolios Exchange-Traded Funds Stock Market Stock Market 244

The Motley Fool

APRIL 5, 2024

On that note, here's a look at three compelling stock prospects that may prove particularly well-suited for retirement portfolios. In this vein, the two best-selling drugs of the two dozen in its portfolio each only account for about 15% of the company's top line, while no other drug makes up more than 8% of its sales.

Portfolios 243

Portfolios Prospects Investors Returns 243