warren buffett personal portfolio

warren buffett personal portfolio
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If you're planning to invest in individual stocks, don't base your choice on which … At the end of 2016, he owned 308,261. There should be no surprise here that financials, which includes everything from money center banks to insurance companies, are Buffett's favorite investment. Sears Holdings Buffett himself has said he would manage money differently if he had less of it. Warren Buffett, chairman and chief executive officer of Berkshire Hathaway Inc., smiles before... [+] That not insignificant sliver of wealth goes to his personal portfolio. GuruFocus.com is owned by GuruFocus.com LLC, a Texas Limited Liability Company located in Plano, Texas. Wells Fargo expended $3 billion to share repurchases and dividends in the first quarter, reducing its share count by 16.2 million from the previous quarter. Nine years ago, consumer staples made up more than 45% of Berkshire Hathaway's investment portfolio. In 2004, Buffett held 474,998 class-A shares of the company and no class-B shares. You can invest directly in his holding company Berkshire Hathaway (NYSE: BRK-B). Track stock picks and portfolios of legendary value investors such as Warren Buffett GuruFocus hosts numerous value screeners and research tools, and regularly publishes articles about value investing strategies and ideas. The Oracle of Omaha has gone on record as being particularly pleased with Apple's desire to repurchase its own stock, and is certainly not complaining about the tech kingpin's growing dividend. GuruFocus.com is engaged in the business of financial news, commentaries, research and publishing. Returns as of 12/21/2020. I'm in my early 50s, have more than $1 million in retirement savings and plan to retire around age 60. The second favorite sector that takes a significant part in the portfolio of Warren Buffett is the financial one, it now represents “only” 29% of Berkshire Hathaway’s portfolio. 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 ( … All Rights Reserved, This is a BETA experience. As employed by Warren Buffett, the greatest investor of all time, value investing is the only winning strategy for the long term. Most of … More than $1 out of every $4 in invested assets is tied up in Apple. He talks far less about the other 1% he invests on the side. 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. Matching performance of Warren Buffett by investing same stock as Buffett Liberty Sirius XM Group Series A. Personal … And second, Buffett and his team are investors. Buffett disclosed his Seritage Growth Properties buy in an insider filing Nov. 30. For his part, Buffett has stated that he has no intention of selling his mammoth stake in the company. Communications is one of those sectors that's always played a relatively small role for Buffett, even though dividends associated with communications companies can sometimes be robust. Berkshire Hathaway Portfolio Tracker These are the publicly-traded U.S. stocks owned by Warren Buffett’s holding company Berkshire Hathaway, as reported to … Think long-term. View the current portfolio and top holdings for Warren Buffett. Buffett has made his fortune two ways. Covering a span of more than six decades, Buffett has transformed $10,000 into a net worth of more than $86 billion and, in the process, earned himself the nickname "Oracle of Omaha." First, Buffett restricts portfolio companies to his good ideas that are too small for Berkshire, which has to deploy the billions in its coffers to see worthwhile return on investment. For the past 10 years, Wells Fargo’s management has produced a higher and more consistent return on equity than competitors The second part turns attention to other fields of study: mathematics, psychology, and the science of complexity. At approximately 46% of Berkshire's portfolio, Buffett owns stakes in the following financial names (listed in order of dollar amount owed, from highest to lowest): Banks and insurers are moneymaking machines, which is why Buffett tends to gravitate to them. in Economics, Sean specializes in the healthcare sector and investment planning. The e-commerce giant is expected to control more than a third of all online sales in the U.S. in 2019, and Amazon Web Services (AWS), the company's cloud platform, has been growing sales and operating income at an extraordinary pace. Buffett's personal portfolio is still a billion dollar+ portfolio. Buffett has described investing for himself as virtually an afterthought to his work at Berkshire, but indicated his holdings are companies that might have qualified for the Berkshire fold if not “sub-sized.”. The Oracle of Omaha is the type of investor who acquires energy companies, rather than investing in them. T he majority - 99% -- of Warren Buffett (Trades, Portfolio)'s net worth is wrapped up in the company he built, Berkshire Hathaway. Though not part of the 1% of his wealth he invests independent of Berkshire, Buffett still owns a great deal of his company’s shares. 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 … GuruFocus.com is owned by GuruFocus.com LLC, a Texas Limited Liability Company located in Plano, Texas. GuruFocus also publishes three newsletters: Monthly Ben Graham Net-Net, Buffett-Munger Best Bargains and Microcap Magic Formula Stocks. The majority – 99% -- of Warren Buffett (Trades, Portfolio)’s net worth is wrapped up in the company he built, At one point he bought copper futures, which were unadulterated speculation. Right now, the Oracle of Omaha owns the following nine: This certainly isn't the most exciting group of communications companies by any means. Nordstrom For its first quarter, Seritage announced a continued strategy of converting single-tenant stores into shopping centers at higher rents, charging $32.65 per square foot on average compared to the $6.00 per square foot Sears Holdings paid. Allocation: 10% of Portfolio 5-Year Performance: 1.77% Buffett recommends that 10% of his wife’s portfolio go to short-term government bonds. Market data powered by FactSet and Web Financial Group. The price of crude oil plunged, and since jet fuel is the single greatest cost to airlines, this decline suddenly made them all very profitable. Photographer: Daniel Acker/Bloomberg *** Local Caption *** Warren Buffett. It also beat out its peers for return on assets, tracing higher than 1% for the past decade except 2008-2010. Warren Buffett said earlier this month that he hadn’t seen anything like the coronavirus pandemic. At 0.34%, Axalta Coating Systems is Berkshire's only stake in this sector. It also doesn't hurt that Coca-Cola is a Dividend Aristocrat that's raised its annual payout for 57 consecutive years. (JWM) and various restaurants. Curious what one of the greatest buy-and-hold investors has in his portfolio? They have a huge base of very cheap money.”. … If interest rates do return to historic norms, the assumption is that BofA would be swimming in plenty of added interest income. GuruFocus.com, LLC is proud to be a Better Business Buro (BBB) accredited company with an A rating. D. on the philosophy that investors would make a lot fewer mistakes investing if they were to select stocks from the ones that have been researched by the best investors in the world. I've heard about Warren Buffett's strategy of … This is why, collectively, this trio only makes up around 0.6% of invested assets. Action: Reduced stake. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. 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. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. As Berkshire’s top holding until the first quarter, it is one of Buffett’s few they hold in common, and he discussed it at length at the annual meeting. Shares held: 14,860,360 (-1% from Q1 … Warren Buffett demonstrated keen business abilities at a young age. Photographer: Daniel Acker/Bloomberg *** Local Caption *** Warren Buffett, EY & Citi On The Importance Of Resilience And Innovation, How Digital Workflows Helped Save Basketball During The Pandemic, Impact 50: Investors Seeking Profit — And Pushing For Change, Michigan Economic Development Corporation With Forbes Insights, Crisis Catalyzes Demand For Digital Infrastructure, MoneyStamps Of South America - As Investments, They’re Different – Part 1, Covid-19 Related Municipal Defaults Begin, The Dynamics Of Price Discovery In The Stamp Market, Covid-19 Virus Affect On The Stamp Market. Stock Advisor launched in February of 2002. In a short time, he had made $3 million dollars. He converted 15,000 A-shares in 2013, 12,600 in 2014, and 139 in 2016, while donating the resulting B-shares. In his personal portfolio, Buffett has holdings that are much smaller in terms of market cap. Wells Fargo derives most of its long-term value from loans, deposits and capital, and the diversity helped it generate another quarter of mostly positive results in the face of low interest rates and oil prices. Buffett continued siphoning his B-shares into good causes annually until 2012, when he began to accelerate the pace. Perhaps most interesting is what's missing: Walt Disney. This insight can help us track down the top dividend stocks. 2-Fund Portfolio In his 2013 letter to Berkshire Hathaway shareholders, Mr. Buffett described how he has advised trustees to manage the money he will leave to … Similar to communications, the consumer discretionary sector has always played a relatively minor role in Buffett's portfolio, with his ownership in the sector typically ranging from 2% to 6% over the past decade, with a few quarters outside this range. Its stock price gained 81% year to date to $51 per share. His ownership has also changed over the past decade, but he has not bought or sold a single share. You may opt-out by. Not to mention he's also created more than $400 billion in value for his shareholders over the years. His personal portfolio is less than 1% of his assets yet it is estimated (at one point) to be worth around $2b. Of its portfolio of 266 retail properties totaling roughly 42 million square feet, Seritage had leased 99.4%, composed of 12 non-Sears clients and 254 to Sears stores. Warren Buffett is 90, but the investments he's put together will continue to generate solid returns … You can gain full access to GuruFocus with Premium Membership. Both early sales have cost the Oracle of Omaha around $16 billion in forgone future capital gains and dividends, making it perhaps the costliest mistake of Buffett's investing career. Berkshire Hathaway 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%. 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. With a market cap of $1.58 billion, Seritage falls far below the several billion-dollar size threshold Buffett has said is necessary to be a fit for Berkshire. His total voting power also remained about the same, at 32.93% in 2015 versus 30.88% in 2008. Bank of America 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. GuruFocus.com was founded in 2004 by Charlie Tian, Ph. As noted earlier with Bank of … . He purchased an 8% stake with 2 million shares at a price around $36.50, for a total estimated cost of $73 million. Seritage had $63 million in total revenue and $14.7 million in net loss in the quarter. Although you may see small sales from time to time (a minute amount of Apple was sold in the third quarter), that probably means Buffett's other investment team members are making trades. Of course, it also happens to be the largest holding in Buffett's portfolio by a long shot. Between the fourth quarter of 2010 and the third quarter of 2016, Berkshire's portfolio was virtually barren of transportation stocks. It pays a dividend of 25 cents per common share, down from 50 cents in the fourth quarter. It also had Common Equity Tier 1 capital of 10.6% compared to 10.8%. Currently, Buffett owns stakes in three that make up just a fraction of Berkshire's $233.5 billion in invested capital: Although oil is a key cog that keeps the U.S. and global economy strong, Buffett has often chosen to invest in industries or sectors that benefit from higher or lower oil prices, rather than investing directly in oil players themselves. It also had common Equity Tier 1 capital of 10.6 % compared to 10.8 % and. One thing: Apple ( NASDAQ: AAPL ) 474,998 class-A shares of the best investors in the third.... Business of financial news, commentaries, research and publishing net loss in the to! It should be known, however, that Teva was n't Buffett 's ownership sector. Billion in value for his part, Buffett and his team are investors gurufocus with Membership! Quarter of 2016 warren buffett personal portfolio while donating the resulting B-shares the resulting B-shares the past decade but! 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