warren buffett personal portfolio

I see a lot of references to "Warren Buffett's" portfolio, but it looks like most of them are actually just Berkshire Hathaway's 13-F, although most don't reference any source. Here are the top 10 Warren Buffett stocks by number of shares held as of Sept. 30, based on Berkshire Hathaway's most recent 13-F filing from Nov. 16: Bank of America ( … Seritage is a REIT that in June 2015 spun off from Warren Buffett's Personal Portfolio. playing table tennis on the sidelines the Berkshire Hathaway annual shareholders meeting in Omaha, Nebraska, U.S., on Sunday, May 1, 2016. Cumulative Growth of a $10,000 Investment in Stock Advisor, An In-Depth Breakdown of Warren Buffett's Portfolio @themotleyfool #stocks $AAPL $BAC $AMZN $KO $BRK-A $BRK-B $TEVA, owned companies like Wells Fargo for 30 years, minute amount of Apple was sold in the third quarter, geographic and portfolio diversity on its side, around $16 billion in forgone future capital gains and dividends, one of Berkshire's worst percentage performers this year, 3 Things to Expect From Berkshire Hathaway in 2021, Investing Lessons I Learned From 2020's Wild Ride, 2 Warren Buffett Stocks That Will Make You Richer in 2021, These 3 Stocks Are an Ideal Trio to Gift College Students, Copyright, Trademark and Patent Information. For now, though, simply having put its Great Recession one-time charges in the rearview mirror seems to be more than enough to put some pep in its operating earnings step. Nordstrom GuruFocus.com was founded in 2004 by Charlie Tian, Ph. Then, in 2006, he started giving his money away. Nevertheless, Berkshire does own three healthcare stocks: With Buffett mostly selling out of his J&J position years ago, it's mostly an afterthought here. Buffett's ownership in this sector is as follows: There's no question that the anchor here is Coca-Cola, which made up just over 10% of Berkshire Hathaway's portfolio at the end of the third quarter. The Warren Buffett Portfolio is divided into two large parts where the first part introduces the concept of focus investing and its main elements including both academic and statistical rationales. More than $1 out of every $4 in invested assets is tied up in Apple. The bank had net income of $5.5 billion or 99 cents per share compared to $5.9 billion or $1.04 per share in the first quarter 2015. Buffett first bought into Axalta four years ago and owns slightly more than 10% of the company's outstanding shares. That year, Buffett converted 124,998 Berkshire A-shares to B-shares and in 2007, gave away half a million of them to various charities and foundations, leaving him with 350,000 A-shares. in Economics, Sean specializes in the healthcare sector and investment planning. Of course, it also happens to be the largest holding in Buffett's portfolio by a long shot. The Buffett retirement portfolio consisted of 90% S&P 500 from 1970 to 2018 and 10% Bloomberg Barclay’s U.S. Government 1-3 Year index from 1976 to … As noted earlier with Bank of … Teva has been dealing with all sorts of issues, ranging from bribery settlements and opioid lawsuits to generic competition for its top-selling branded drug, Copaxone. Despite the great distribution of his largess, Buffett ended 2015 with a greater percentage of Berkshire’s outstanding A-shares, at 37.99%, than he did in 2006 when he owned 32.95%. Berkshire Hathaway “We think Wells Fargo is a very well run bank. AWS, not e-commerce, is what'll lead Amazon higher in the decade to come. The Oracle of Omaha is the type of investor who acquires energy companies, rather than investing in them. This prompted Warren to start investing for his personal life. Warren Buffett, chairman and chief executive officer of Berkshire Hathaway Inc., smiles before... [+] That not insignificant sliver of wealth goes to his personal portfolio. STORE is a net-lease real estate investment trust that owns more than 2,400 properties across the United States. On the other hand, it's an industry that requires a lot of capital to make very little money. Berkshire Hathaway currently owns four consumer discretionary companies: Despite representing just a little over 2% of invested assets, this has been an area of interest in 2019. GuruFocus.com is engaged in the business of financial news. Right now, Buffett's Berkshire Hathaway owns 48 securities that had a total value of $233.5 billion as of Nov. 21. GOBankingRates used CNBC’s outline of the Berkshire Hathaway portfolio components to find which stocks Warren Buffett is invested in and how many shares of each are currently in his portfolio. Buffett has made his fortune two ways. It has a P/B ratio near a three-year low at 1.49, a P/E ratio of 12.5 and P/S ratio of 1.48. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. For his part, Buffett has stated that he has no intention of selling his mammoth stake in the company. Opinions expressed by Forbes Contributors are their own. Right now, the Oracle of Omaha owns the following nine: This certainly isn't the most exciting group of communications companies by any means. Warren Edward Buffett (/ ˈ b ʌ f ɪ t /; born August 30, 1930) is an American investor, business tycoon, philanthropist, and the chairman and CEO of Berkshire Hathaway.He is considered one of the most successful investors in the world and has a net worth of over US$85.6 billion as of December 2020, making him the world's fourth-wealthiest person.. Buffett was born in Omaha, Nebraska. Currently the second largest holding in Berkshire's portfolio, Bank of America is arguably the bank that's the most interest-sensitive among money center banks. Curious what one of the greatest buy-and-hold investors has in his portfolio? And second, Buffett and his team are investors. Berkshire Hathaway CEO Warren Buffett at this company's annual shareholder meeting. You'll often find him writing about Obamacare, marijuana, drug and device development, Social Security, taxes, retirement issues and general macroeconomic topics of interest. Net interest income increased to $11.7 billion from $10.99 billion for the same periods. It also doesn't hurt that Coca-Cola is a Dividend Aristocrat that's raised its annual payout for 57 consecutive years. Its pipeline contains 28 properties in development. Since he does not report the portfolio holdings in public filings with the SEC, disclosures from other sources can give a good if incomplete picture of what some of them are. His ownership has also changed over the past decade, but he has not bought or sold a single share. Its stock price gained 81% year to date to $51 per share. He purchased an 8% stake with 2 million shares at a price around $36.50, for a total estimated cost of $73 million. GuruFocus.com, LLC is proud to be a Better Business Buro (BBB) accredited company with an A rating. Seritage stock gained 26% since going public and 16% this year to $46.60, giving Buffett a 28% return already. Buffett's personal portfolio is still a billion dollar+ portfolio. With the closure of IBM's acquisition of Red Hat in the previous quarter, the only tech stock Berkshire Hathaway owns nowadays is Apple. That not insignificant sliver of wealth goes to his personal portfolio. He converted 15,000 A-shares in 2013, 12,600 in 2014, and 139 in 2016, while donating the resulting B-shares. Let's conquer your financial goals together...faster. I'm in my early 50s, have more than $1 million in retirement savings and plan to retire around age 60. If you're planning to invest in individual stocks, don't base your choice on which … Or you can pick individual stocks from his portfolio. It also beat out its peers for return on assets, tracing higher than 1% for the past decade except 2008-2010. His total voting power also remained about the same, at 32.93% in 2015 versus 30.88% in 2008. 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