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.

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The Motley Fool

APRIL 28, 2024

Besides having wholly owned operating businesses, Berkshire Hathaway holds a massive $374 billion public-equities portfolio. In total, there are nearly four dozen stocks in which the conglomerate has a stake. You'll quickly realize, however, that Apple (NASDAQ: AAPL) makes up 41% of the entire portfolio.

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The Motley Fool

MARCH 16, 2024

One of the reasons the trust has been able to make such generous donations is because of the successful investments that make up The Bill & Melinda Gates Foundation Trust's portfolio, which is valued at about $42 billion. Main Street investors can take a cue from the trust and find investment ideas that would benefit their own portfolios.

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The Motley Fool

JANUARY 27, 2024

However, that doesn't mean that Berkshire Hathaway doesn't deserve a place in your core portfolio. Stocks can serve different purposes in a well-diversified portfolio, and beating the broader market regularly doesn't have to be their only reason for being there. Should you invest $1,000 in Berkshire Hathaway right now?

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The Motley Fool

DECEMBER 17, 2023

of Berkshire's stock portfolio. Buffett's is betting big on Apple Buffett's been at the helm of Berkshire since 1965, but one of its biggest investments of all time didn't enter the equity portfolio until 2016. percent of the equity portfolio, it's Berkshire's second-largest holding. The stock offers an uninspiring 0.5%

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The Motley Fool

MAY 5, 2024

Most of the 40 or so stocks in his Berkshire Hathaway portfolio make up less than 1% of the conglomerate's total equity investments. of Buffett's $336 billion portfolio was invested in the iPhone maker as of March 31 -- even after Buffett and his team trimmed their position. However, Apple (NASDAQ: AAPL) is a notable exception.

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The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. As a result of the regular inflows of Gates's wealth, dividend payments, and outflows to charitable ventures, the trust's stock holdings and the amounts change regularly. Image source: Getty Images.

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The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

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The Motley Fool

JANUARY 26, 2024

But the conglomerate happens to own stakes in a number of companies that are developing aspects of the technology on top of their core businesses, and just four of them account for 55.1% of its $370 billion portfolio of publicly listed stocks. billion stake is the portfolio's fourth-largest holding. Snowflake: 0.3% Amazon: 0.4%

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The Motley Fool

AUGUST 20, 2023

portfolio is invested in these five high-yield dividend stocks. of Berkshire's overall portfolio. of its portfolio. of Berkshire's total portfolio. of Berkshire's overall portfolio. of the conglomerate's portfolio. In fact, roughly 25% of his Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

MAY 16, 2024

Benchmark analyst Fawne Jiang recently raised her price target for the e-commerce, entertainment, and finance conglomerate to $87 per share. of its total loan portfolio. to a well-diversified portfolio looks like a smart move for most growth-seeking investors. The new target implies a gain of about 31% from recent prices.

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The Motley Fool

MARCH 23, 2024

Berkshire Hathaway has thrived under Warren Buffett Berkshire Hathaway is a conglomerate, owning numerous businesses across multiple industries. The company is perhaps best known for its $371 billion investment portfolio, with its largest holdings in well-known companies like Apple , Bank of America , American Express , and Coca-Cola.

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The Motley Fool

JANUARY 25, 2024

Today, over half of Berkshire's stock portfolio is made up of technology-focused businesses. of its $365 billion portfolio is actually held in just two "Magnificent Seven" stocks. At today's prices, that position is worth over $175 billion and accounts for approximately 48% of the total stock portfolio Buffett's company owns.

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The Motley Fool

JANUARY 2, 2024

Strikingly, the famous moneyman has delivered incredible returns while largely avoiding the time-honored practice of portfolio diversification. billion portfolio is concentrated in just two stocks. of Berkshire Hathaway's portfolio be invested in Apple (NASDAQ: AAPL) stock. of the company's portfolio. of Berkshire's $367.5

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The Motley Fool

MAY 1, 2024

For the average investor, looking at what the conglomerate owns can provide potential stock ideas. of Berkshire's massive $374 billion portfolio. In that case, I believe that it's totally reasonable to want to follow in Buffett's footsteps and add Bank of America to your portfolio. This financial stock makes up 10.5%

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The Motley Fool

JULY 31, 2023

Class A and B shares of Buffett's conglomerate Berkshire Hathaway have gained 24.1% of Berkshire Hathaway's investment portfolio. of Berkshire Hathaway's investment portfolio. and 22.3%, respectively, in the past year. Given this backdrop, let's assess whether Buffett's top two investments can prove to be good picks now.

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The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. Although the Oracle of Omaha and his team weren't too active on the buy side of the equation, satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI) was re-added to Berkshire's portfolio following a roughly two-year absence.

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The Motley Fool

FEBRUARY 19, 2024

Berkshire Hathaway , the conglomerate Buffett heads up, first purchased shares in Apple (NASDAQ: AAPL) in the first quarter of 2016. Let's try to figure out what exactly about Apple, which today represents just under 46% of Berkshire's entire portfolio, first drew Buffett's attention. And since the start of that year to Feb.

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The Motley Fool

AUGUST 31, 2023

If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Am I asking too much of the first ticker in a freshly rebooted portfolio? And if I'm starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach.

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The Motley Fool

MARCH 10, 2024

When his conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) of Berkshire's portfolio. of the public equity portfolio, indicating that Berkshire is taking care to manage the position to make sure it doesn't become too large. Others, like Apple, Chevron, and Oxy, are more recent additions to the portfolio.

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The Motley Fool

MARCH 12, 2024

At recent prices, shares of healthcare conglomerate CVS Health (NYSE: CVS) offer a 3.5% Here are three reasons to add it to a portfolio now and hold it for the long run. Know the risks CVS Health isn't the only healthcare conglomerate that knows how to successfully combine related healthcare businesses. dividend yield.

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The Motley Fool

DECEMBER 16, 2023

His track record at the helm of Berkshire Hathaway proves this: The conglomerate's shares have increased by 40,000% in the last 40 years. Scouring Berkshire's equities portfolio for potential investments might be a smart idea for the average investor. The 10 stocks that made the cut could produce monster returns in the coming years.

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Portfolios Conglomerates Investing Returns 189

The Motley Fool

FEBRUARY 5, 2024

As part of the deal, Buffett's investment conglomerate also acquired subsidiary companies owned by General Re. Because of this dynamic, my colleague Sean Williams refers to NEAM as Warren Buffett's "secret portfolio." The exchange-traded fund ( ETF ) aims to mirror the performance of the S&P 500 by matching its composition.

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The Motley Fool

NOVEMBER 28, 2023

latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. However, Buffett said that several of the conglomerate's major equity holdings were overseen by the two investment managers. Buffett revealed in an interview with CNBC in 2019 that Berkshire had at long last added Amazon to its portfolio.

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The Motley Fool

MARCH 22, 2024

Berkshire Hathaway is a huge conglomerate headed up by the great Warren Buffett. Although Berkshire has its hands in numerous industries, like insurance, energy, and railroads, individual investors care most about the companies held in its $371 billion public equities portfolio. Berkshire owns 20.9%

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The Motley Fool

JANUARY 27, 2024

The conglomerate's 19.8% Let's dive into the business to determine if Berkshire Hathaway is right for your portfolio. Berkshire Hathaway transformed from a failed textile business to a multinational conglomerate In the 1960s, Berkshire Hathaway was a textile manufacturing business on its final legs. Is it a buy?

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The Motley Fool

JANUARY 3, 2024

Nearly 80% of Berkshire's portfolio is invested in six stocks as 2024 begins. The tech giant makes up 47% of Berkshire's total portfolio, with a valuation of around $170 billion. of Berkshire's portfolio, with the position valued at roughly $34.7 of Berkshire's portfolio. of the portfolio. It's his No.

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The Motley Fool

APRIL 27, 2024

It makes up 41% of the conglomerate's portfolio. Capital allocation As of this writing, Berkshire Hathaway owns 906 million shares of Apple, giving the conglomerate a 5.9% Berkshire first purchased shares in the first quarter of 2016. Apple's market cap is a whopping $2.6 This makes you wonder why Buffett still owns shares.

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The Motley Fool

DECEMBER 7, 2023

Berkshire's investing thesis is changing with age Berkshire is a diversified conglomerate that has investments in various sectors, such as insurance and energy, technology, and consumer goods, as well as large holdings of U.S. Let's dig deeper to find out. treasuries , U.S. and foreign equities , and a lot of cash.

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The Motley Fool

MARCH 10, 2024

billion portfolio of publicly traded stocks and securities. Berkshire's $38 billion bet on Apple was a home run, but the conglomerate has spent nearly twice that amount since 2019 accumulating stock in another company that has nothing to do with the Magnificent Seven, or the technology sector, at all. That holding is worth just $1.7

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The Motley Fool

MARCH 2, 2024

homebuilder in the fourth quarter, but the conglomerate's portfolio still includes two homebuilders. The conglomerate, though, has regulatory approval to acquire up to 50% of Oxy. As the leading cloud services provider, Amazon should benefit greatly from this trend. Lennar Berkshire exited its stake in one major U.S.

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The Motley Fool

JANUARY 3, 2024

His conglomerate, Berkshire Hathaway , has grown into one of the world's largest companies, owning dozens of privately held businesses as well as stakes in an array of public corporations. The Berkshire Hathaway stock portfolio is a great place to start looking for investment ideas. of the portfolio's value.

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The Motley Fool

FEBRUARY 4, 2024

The conglomerate first started buying shares in the iPhone maker during the first quarter of 2016. of Berkshire's entire portfolio is represented by just Apple. This sizable cash infusion would only exacerbate the conglomerate's problem. As the longtime CEO of Berkshire Hathaway , he has held many winning investments.

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The Motley Fool

DECEMBER 17, 2023

Apple Other stocks in Berkshire's portfolio have delivered greater returns than Apple (NASDAQ: AAPL) has this year. American Express Buffett has owned shares of American Express (NYSE: AXP) longer than nearly any other stock in Berkshire's portfolio. stake in Amex makes it the conglomerate's third-largest holding.

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The Motley Fool

JANUARY 11, 2024

Incredibly, the Oracle of Omaha's investment conglomerate is on track to earn more than $6 billion over the next year just for sleeping on the stocks already in its portfolio. No wonder Warren Buffett loves Coca-Cola stock Parkev Tatevosian: Warren Buffett has several excellent dividend stocks in the Berkshire Hathaway portfolio.

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The Motley Fool

APRIL 23, 2024

Shares of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the stock famously led by billionaire investor Warren Buffett, won an upgrade last week when Swiss banker UBS raised its price target on the industrial conglomerate to $481 per share. That suggests a nearly 18% upside for the stock over the next 12 months.

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The Motley Fool

JANUARY 15, 2024

Sure, shares of the giant conglomerate jumped 15%. But Buffett's portfolio includes six Nasdaq-100 stocks. All the Nasdaq-100 stocks Buffett owns Apple (NASDAQ: AAPL) ranks as the largest holding by far in Buffett's Berkshire Hathaway portfolio. It marked the best performance for the index since 1999. wasn't as hot.

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