The Motley Fool

APRIL 19, 2024

You'll often find the Oracle of Omaha and his closest investment aides, Ted Weschler and Todd Combs, adding brand-name, time-tested companies to Berkshire's portfolio. But something else worth noting is just how important portfolio concentration has been to Berkshire Hathaway's long-term success. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Stakes 246

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

APRIL 7, 2024

One of the best things you can do when investing for retirement is to have a well-rounded portfolio. Having a well-rounded portfolio reduces risk and positions investors' portfolios to provide better long-term returns. A truly well-rounded stock portfolio should include international companies.

Portfolios 246

Portfolios Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

APRIL 23, 2024

Here's why you should buy Match Group stock for your portfolio right now. 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. It has been a brutal few years for stockholders.

Portfolios 246

Portfolios Shareholders Returns Assets 246

The Motley Fool

MARCH 27, 2024

stock portfolio is in Apple (NASDAQ: AAPL) stock, and there's a lot we can learn from how Warren Buffett has acquired and held this position for nearly a decade. Over half of the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.A) The 10 stocks that made the cut could produce monster returns in the coming years.

Portfolios 246

Portfolios Banks Returns Companies 246

The Motley Fool

APRIL 24, 2024

But investors should also know there's a more complete, and more timely, way to track the Berkshire 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.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Portfolios Banks Shareholders 188

The Motley Fool

APRIL 28, 2024

The average investor might want to pay attention to this portfolio manager's moves, thanks to Ackman's impressive track record since Pershing Square's inception in 2004. Alphabet is a fantastic business Alphabet has been in the Pershing Square portfolio for about a year, but that hasn't prevented it from becoming such a sizable holding.

Hedge Funds 246

Hedge Funds Portfolios Investing Debt 246

The Motley Fool

APRIL 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. The 10 stocks that made the cut could produce monster returns in the coming years.

Portfolios 246

Portfolios Returns Investors Investing 246

The Motley Fool

MARCH 8, 2024

But if there's one catalyst to Buffett's undeniable investing success that doesn't get nearly enough credit, it's his penchant for portfolio concentration. Based on closing values from March 1, 78% -- $290 billion -- of the $369 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway was invested in only six stocks.

Portfolios 264

Portfolios Investing Stakes Banks 264

The Motley Fool

APRIL 9, 2024

Here are three stocks that are better suited than most for a retirement portfolio. Nu Holdings Last but not least, think about adding Nu Holdings (NYSE: NU) to your retirement portfolio before April comes to a close. The key common thread for all three underlying companies is certainty. It's not a household name.

Portfolios 244

Portfolios Prospects Taxes Accounting 244

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

FEBRUARY 7, 2024

So far, most of their investments have been individual growth stocks, but as their portfolios have increased in value, it's time to diversify their holdings with exchange-traded funds ( ETFs ). Here is a look at the two Vanguard funds I plan on adding to their portfolios soon. My preferred ETF provider is Vanguard.

Portfolios 246

Portfolios Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

MARCH 28, 2024

The billionaire investor runs a $10 billion portfolio for outside investors, owning positions in just seven stocks that he and the team have held for many years. Here are four stocks that make up a whopping 70% of Ackman's concentrated stock portfolio. It is now close to 19% of the stock portfolio.

Portfolios 244

Portfolios Hedge Funds Shareholders Returns 244

The Motley Fool

APRIL 27, 2024

It was a big hole in my portfolio, but it presents a great opportunity for long-term investors. The biggest holding is still less than 1% of the total portfolio. But I recently put a significant amount of my wealth, about 12%, into an exchange-traded fund, or ETF. And that opportunity looks increasingly appealing in today's market.

Portfolios 246

Portfolios Exchange-Traded Funds Investing Liabilities 246

The Motley Fool

APRIL 24, 2024

Securities and Exchange Commission (SEC) filings, there are only seven different stocks in the portfolio, and only one of them is a technology stock. In fact, Ackman's three largest non-tech positions make up about 50% of the portfolio's entire market value. of Pershing Square's stock portfolio, and the $1.8

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Portfolios Companies 246

The Motley Fool

MARCH 23, 2024

That strict criteria is why so few technology stocks have made their way into Berkshire's portfolio. of the conglomerate's $372 billion publicly traded stocks and securities portfolio. Apple: 43% of Berkshire's portfolio Apple produces some of the world's most popular consumer electronics, from the iPhone to the Mac computer.

Portfolios 246

Portfolios Conglomerates Investing Accounting 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 7, 2024

Yet as of the end of 2023, they made up 10% of Burry's stock portfolio. Burry likely anticipates that profit inflection happening as well, which would explain why he is buying shares for Scion Asset Management's portfolio. But nobody should be out there blindly buying up every company in Burry's portfolio.

Portfolios 245

Portfolios Investors Asset Management Hedge Funds 245

The Motley Fool

APRIL 12, 2024

But the other piece of the puzzle that's not given nearly enough credit for Berkshire Hathaway's long-term outperformance is Warren Buffett's preference for portfolio concentration. Let's take a closer look at all 27 companies Warren Buffett and his investment team have at least $1 billion of Berkshire's capital invested in.

Portfolios 246

Portfolios Stakes Banks Capital 246

The Motley Fool

JANUARY 25, 2024

The main one is how this fund fits into a well-balanced portfolio that aims for reasonable levels of capital growth but with some form of protection against potential economic shocks. Here is one way the Vanguard Growth Index Fund could be used to enhance a portfolio without making it too risky. large-cap stocks.

Portfolios 244

Portfolios Funds Exchange-Traded Funds Assets 244

The Motley Fool

APRIL 7, 2024

With Wood excited about the prospect of UiPath, the question is, does the stock deserve a place in your portfolio? As such, UiPath looks like a great name for growth investors to add to their portfolios. The stock is the fifth-largest position in the Ark Innovation ETF, representing about 5.8% of its holdings.

Portfolios 246

Portfolios Investing Enterprise Values Prospects 246

PE Hub

NOVEMBER 7, 2023

The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.

Portfolios 208

Portfolios Buyout Investing Funds 208

The Motley Fool

FEBRUARY 12, 2024

It's not surprising, therefore, that his Berkshire Hathaway portfolio includes quite a few stocks with attractive valuations. Meet the most ridiculously cheap stock in Buffett's Berkshire Hathaway portfolio. Even though he's not as much a purist as he was in the past, Buffett remains a value investor at heart.

Portfolios 246

Portfolios Prospects Stakes Returns 246

PE Hub

JANUARY 10, 2024

The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.

Portfolios 206

Portfolios Funds 206

Private Equity Info

JANUARY 23, 2024

Access untapped M&A deal flow by searching for aged private equity-backed portfolio companies that may be seeking an exit.

Deal Flow 247

Deal Flow Portfolios Companies 247

The Motley Fool

APRIL 28, 2024

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

Portfolios 189

Portfolios Conglomerates Investing Stakes 189

The Motley Fool

FEBRUARY 9, 2024

However, the factor that isn't given nearly enough credit for Berkshire Hathaway's long-term success is portfolio concentration. billion) Warren Buffett oversees in Berkshire Hathaway's $371 billion portfolio are being put to work in just three brand-name companies. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

JANUARY 23, 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. The 10 stocks that made the cut could produce monster returns in the coming years.

Portfolios 237

Portfolios Banks Returns Investors 237

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.

Portfolios 246

Portfolios Conglomerates Consultants Consulting 246

The Motley Fool

AUGUST 8, 2023

Image source: Getty Images When you retire, what you need from your investment portfolio changes. In 2011, 38% of Vanguard 401(k) investors over age 55 had at least 70% of their portfolios in stocks. Why a stock-heavy portfolio is risky for older investors Stocks are an excellent investment. Now, nearly half do.

Portfolios 244

Portfolios Investing Assets Accounting 244

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.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

AUGUST 23, 2023

Three resilient businesses to consider adding to your diversified portfolio today are Progressive (NYSE: PGR) , Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , and Costco (NASDAQ: COST). Progressive Insurance companies are excellent at generating cash flows, and their stocks can make for robust investments in your portfolio.

Portfolios 246

Portfolios Banks Assets Stock Market 246

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.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 238

The Motley Fool

APRIL 21, 2024

Many financial advisors strongly recommend investors diversify their portfolios. Buffett has nearly 68% of Berkshire Hathaway 's $361 billion portfolio invested in only four stocks. This one stock makes up a whopping 42% of Berkshire's portfolio. billion -- a little over 10% of its total portfolio. 3 position.

Portfolios 190

Portfolios Conglomerates Investing Banks 190

PE Hub

DECEMBER 5, 2023

The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub. Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada.

Pension Funds 202

Pension Funds Portfolios Funds 202

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. economy allow companies like Bank of America to expand their loan portfolios and steadily increase their net interest income over time. of almost 4,500,000%, as of the closing bell on Jan.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

DECEMBER 14, 2023

A full portfolio can be created with Vanguard products that can achieve returns comparable (and probably superior) to the benchmark S&P 500 index. 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 Taxes Funds 245