The Motley Fool

JULY 7, 2024

billion portfolio of publicly traded securities. of Berkshire Hathaway's portfolio Snowflake (NYSE: SNOW) developed its Data Cloud to help businesses aggregate their critical data onto one platform, where it can be analyzed more effectively to extract its maximum value. of the conglomerate's stock portfolio. Snowflake: 0.2%

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The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

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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).

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The Motley Fool

JUNE 18, 2024

With that in mind, Tepper had nearly 25% of his Appaloosa portfolio invested in three artificial intelligence stocks as of the March quarter: Amazon (NASDAQ: AMZN) accounted for 10%, Microsoft (NASDAQ: MSFT) accounted for 8.7%, and Nvidia (NASDAQ: NVDA) accounted for 5.9%. That makes Tepper an excellent case study for investors. Nvidia: 5.9%

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The Motley Fool

JULY 12, 2024

While this strategy places a lot of emphasis on value stocks, the occasional growth stock does wind up in the 44-stock, $410 billion portfolio Buffett and his team oversee at Berkshire Hathaway. billion) of the $410 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in four top-notch AI stocks. Apple: $183.9

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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.

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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.

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The Motley Fool

JULY 26, 2024

Let's look at a few bad money moves that Gen Z investors are making -- and see how you can protect your investment portfolio from beginner mistakes. Keep buying a diversified portfolio of stock and bond ETFs that is appropriate for your age, time horizon, and financial goals. Instead, just keep investing each month, every payday.

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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

MAY 24, 2024

But the one factor that deserves far more credit than it's given for Berkshire Hathaway's otherworldly returns over the past six decades is portfolio concentration. billion) of the $378 billion portfolio Warren Buffett oversees is invested in just five stocks. Apple: $149,766,876,019 (39.7% Bank of America: $40,529,112,715 (10.7%

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The Motley Fool

MAY 22, 2024

A 13F provides a portfolio snapshot that allows professional and everyday investors an under-the-hood look at what Wall Street's most-admired investors have been buying, selling, and holding. What follows is a comprehensive breakdown of the Oracle of Omaha's portfolio at Berkshire Hathaway. billion portfolio.

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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

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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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A Wealth of Common Sense

JULY 14, 2024

Here’s a scenario I was presented with recently: Five years ago, a relatively conservative investor was sitting on some cash and seeking a more balanced portfolio. Five years later there is a clear winner in terms of performance within this 50/50 portfolio: You basically doubled.

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The Motley Fool

APRIL 28, 2024

In his fund, Pershing Square Capital Management, Ackman invests 36% of his portfolio in two well-known restaurant stocks. 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.

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The Motley Fool

JUNE 23, 2024

Here's why this top stock is a must-have in your tech portfolio. A fantastic track record This fantastic track record is part of the reason Nvidia should be in your AI portfolio , but the rest of the reason may be even more important. And to maximize your returns in this AI boom, you'll want to include Nvidia in the mix.

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The Motley Fool

JULY 13, 2024

Last year, Warren Buffett and his team at Berkshire Hathaway eliminated its stake in Globe Life (NYSE: GL) , a stock that had been a part of its portfolio for over two decades. Although it wasn't a sizable position, it has long been a staple of Berkshire Hathaway's portfolio since 2001. Then, on March 6, the U.S.

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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.

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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.

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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.

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The Motley Fool

JULY 13, 2024

I'm not a very active stock trader, but my portfolio started to feel outdated recently. Every diversified portfolio needs a robust foundation and the Vanguard fund serves that purpose to perfection. Criteo: Sold 67% of my shares for a 322% return My portfolio has heavy exposure to digital advertising specialists. What about you?

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The Motley Fool

MAY 26, 2024

The Oracle of Omaha's fantastic track record allocating capital at Berkshire Hathaway has made him an investing legend whose portfolio holdings are considered potential buying opportunities for individuals. Apple now represents a jaw-dropping 40% of Berkshire's entire portfolio. Consider when Nvidia made this list on April 15, 2005.

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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.

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The Motley Fool

MAY 3, 2024

Although extensive books have been written discussing the "recipe" Buffett has used to grow his wealth and that of Berkshire's long-term shareholders, the one factor that's arguably played the biggest role in his investment success is portfolio concentration. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool. Apple: $153.3

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The Motley Fool

APRIL 20, 2024

In this video, I will review Nelson Peltz's Trian Fund Management portfolio and talk about the two stocks that comprise 50% of 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.

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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.

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Private Equity Insights

MAY 3, 2024

Austrian property group Immofinanz signed a contract to sell its logistics portfolio to U.S. The Austrian firm, whose results have been weighed down by its exposure to Russia, said in August it would concentrate on office and retail properties and sell its 1 million-square-metre logistics portfolio.

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The Motley Fool

JULY 2, 2024

Rather than blindly following his portfolio decisions, investors should try to understand why he owns what he does. If you look through the Pershing Square portfolio, you'll realize that Ackman appreciates companies that are in a strong financial position. billion in assets. Consider when Nvidia made this list on April 15, 2005.

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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.

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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.

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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.

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The Motley Fool

MAY 11, 2024

of the conglomerate's $362 billion portfolio of publicly traded stocks and securities today. of Berkshire Hathaway's portfolio E-commerce was Amazon 's (NASDAQ: AMZN) primary business when it was founded in 1994, but the company has since expanded into cloud computing , streaming, digital advertising, and AI. of Berkshire's portfolio.

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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.

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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.

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Portfolios Hedge Funds Shareholders Returns 244

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.

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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.

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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.

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