Warren Buffett's Personal Portfolio. Does Warren Buffett have a personal portfolio, or is it just Berkshire Hathaway's portfolio that everyone is referring to? 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. They have a huge base of very cheap money.”. 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. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. Today, that number is down to just 15%, which represents at least a two-decade low, based on available data at 13F aggregator website WhaleWisdom.com. Image source: The Motley Fool. It also beat out its peers for return on assets, tracing higher than 1% for the past decade except 2008-2010. Allocation: 10% of Portfolio 5-Year Performance: 1.77% Buffett recommends that 10% of his wife’s portfolio go to short-term government bonds. 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. There's little question that Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) CEO Warren Buffett is among the greatest investing minds of our time. Buffett first bought into Axalta four years ago and owns slightly more than 10% of the company's outstanding shares. The majority – 99% -- of Warren Buffett (Trades, Portfolio)’s net worth is wrapped up in the company he built, … 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. He talks far less about the other … Buffetteer17 - 10 years ago Seritage is a REIT that in June 2015 spun off from And second, Buffett and his team are investors. “We think Wells Fargo is a very well run bank. in Economics, Sean specializes in the healthcare sector and investment planning. 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." Perhaps most interesting is what's missing: Walt Disney. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. For his part, Buffett has stated that he has no intention of selling his mammoth stake in the company. Here's a statistic that might surprise you: Technology kingpin … Either way, it's one of Berkshire's worst percentage performers this year. Returns as of 12/21/2020. 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. Most of the same rules apply in how he invests that money as Berkshire’s assets, but it has some unique characteristics. According to Roger Lowenstein's book, "Buffett," Warren was far more speculative with his own investments than he was with Berkshire's. Second, Buffett has to avoid conflict of interest, or even the appearance of it, between his personal dealings and his shareholders’ interests. Curious what one of the greatest buy-and-hold investors has in his portfolio? 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. Buffett has owned a stake in Disney on two separate occasions throughout his life and sold very shortly after coming into possession of his investments. STORE is a net-lease real estate investment trust that owns more than 2,400 properties across the United States. In 2004, Buffett held 474,998 class-A shares of the company and no class-B shares. Liberty Sirius XM Group Series A. At the end of 2016, he owned 308,261. 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. I've heard about Warren Buffett's strategy of … Berkshire Hathaway Portfolio Tracker These are the publicly-traded U.S. stocks owned by Warren Buffett’s holding company Berkshire Hathaway, as reported to … His personal portfolio is less than 1% of his assets yet it is estimated (at one point) to be worth around $2b. It also doesn't hurt that Coca-Cola is a Dividend Aristocrat that's raised its annual payout for 57 consecutive years. Airlines also have a very poor track record when it comes to surviving moderate recessions. Net interest income increased to $11.7 billion from $10.99 billion for the same periods. On the other hand, it's an industry that requires a lot of capital to make very little money. 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. GuruFocus.com is engaged in the business of financial news. I'm in my early 50s, have more than $1 million in retirement savings and plan to retire around age 60. Buffett himself has said he would manage money differently if he had less of it. Seritage had $63 million in total revenue and $14.7 million in net loss in the quarter. 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. 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’s personal portfolio allows him much more flexibility. (JWM) and various restaurants. At one point he bought copper futures, which were unadulterated speculation. 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. 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. 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 … At 0.34%, Axalta Coating Systems is Berkshire's only stake in this sector. Let's take an in-depth look by breaking down Buffett's ownership by sector. There should be no surprise here that financials, which includes everything from money center banks to insurance companies, are Buffett's favorite investment. 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. Long story short, Buffett's fascination with airlines is a bit of a head-scratcher. Payment services provider American Express (NYSE:AXP) is the third-longest-held stock in Berkshire's portfolio at 27 years. 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. Earlier this year we witnessed Amazon get added to the portfolio, as well as had RH (the company formerly known as Restoration Hardware) added during the third quarter. 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.”. Action: Reduced stake. 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. Warren Buffett demonstrated keen business abilities at a young age. “I like Wells Fargo extremely well compared to other securities. The lack of healthcare exposure should surprise no one, given that Buffett has little desire to keep up with clinical trial data or to try and understand highly complex businesses. 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. 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. It should be known, however, that Teva wasn't Buffett's idea, but rather a member of his investing team. 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. Seritage stock gained 26% since going public and 16% this year to $46.60, giving Buffett a 28% return already. 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. 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 CEO Warren Buffett at this company's annual shareholder meeting. Between the fourth quarter of 2010 and the third quarter of 2016, Berkshire's portfolio was virtually barren of transportation stocks. AWS, not e-commerce, is what'll lead Amazon higher in the decade to come. With the closure of IBM's acquisition of Red Hat in the previous quarter, the only tech stock Berkshire Hathaway owns nowadays is Apple. If memory serves, he said a few years ago that he thinks he could generate 50% annual returns on a $1 million portfolio. He formed Buffett Partnership Ltd. in 1956, and by 1965 he had assumed control of Berkshire Hathaway. His total voting power also remained about the same, at 32.93% in 2015 versus 30.88% in 2008. 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. (NYSE:BAC) and Citigroup (NYSE:C), though it has declined over the past two years. This is a company that's operating in all but one country worldwide (North Korea being the exception) and that has at least 21 billion-dollar beverage brands. For the past 10 years, Wells Fargo’s management has produced a higher and more consistent return on equity than competitors Best New Ideas in Health ... One look at Warren Buffett’s portfolio … Thanks to the public nature of mandatory reports on Berkshire Hathaway holdings, we can comb through all of Warren Buffett's positions. Market data powered by FactSet and Web Financial Group. Then, in 2006, he started giving his money away. That not insignificant sliver of wealth goes to his personal portfolio. In the past decade, the price for one Berkshire A-share rose 130% to $212,710. 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. But that changed in 2016, with Buffett gobbling up stakes in a number of airline companies: On one hand, I understand Buffett's desire to buy into airlines in late 2016. It does not have the most upside of our other securities except on a weighted basis,” Buffett said. You can invest directly in his holding company Berkshire Hathaway (NYSE: BRK-B). Photographer: Daniel Acker/Bloomberg *** Local Caption *** Warren Buffett. There have been some surprise inclusions in Warren Buffett’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 ( … . Coca-Cola doesn't have anywhere near the growth potential of Apple, but it sure does have geographic and portfolio diversity on its side. (NASDAQ:SHLD), run by guru investor Edward Lampert (Trades, Portfolio) and favored by Buffett-quoting value investor ofFairholme Fund (Trades, Portfolio) Bruce Berkowitz (Trades, Portfolio), who owns 6%. A Fool since 2010, and a graduate from UC San Diego with a B.A. 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. Transports: 4.71% Between the fourth quarter of 2010 and the third quarter of 2016, … You may opt-out by. Buffett disclosed his Seritage Growth Properties buy in an insider filing Nov. 30. Not to mention he's also created more than $400 billion in value for his shareholders over the years. All Rights Reserved, This is a BETA experience. It also had Common Equity Tier 1 capital of 10.6% compared to 10.8%. 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. Warren Buffett said earlier this month that he hadn’t seen anything like the coronavirus pandemic. 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. playing table tennis on the sidelines the Berkshire Hathaway annual shareholders meeting in Omaha, Nebraska, U.S., on Sunday, May 1, 2016. The second part turns attention to other fields of study: mathematics, psychology, and the science of complexity. Home Homepage Membership Levels General Discussion Complete Stock List Value Investing Forum Value Conference The book Podcast Membership Data Coverage Founder's Message Free Trial Buffett continued siphoning his B-shares into good causes annually until 2012, when he began to accelerate the pace. This article originally appeared HERE. Most of … Personal … This prompted Warren to start investing for his personal life. In his personal portfolio, Buffett has holdings that are much smaller in terms of market cap. Allows him much more flexibility of it up in Apple, Sean specializes in the business of financial news commentaries.: Daniel Acker/Bloomberg * * Local Caption * * Warren Buffett ’ s assets tracing., Berkshire 's only stake in the business of financial news brand devoted to helping you a. 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