Berkshire Hathaway Portfolio Tracker (2024)

FAQs

What is Warren Buffett's portfolio right now? ›

The current portfolio value is calculated to be $347.36 Bil. The turnover rate is 1%. In Warren Buffett's current portfolio as of 2023-12-31, the top 5 holdings are Apple Inc (AAPL), Bank of America Corp (BAC), American Express Co (AXP), Coca-Cola Co (KO), Chevron Corp (CVX), not including call and put options.

Berkshire Hathaway publicizes its stock purchases, sales and holdings each quarter. The so-called Warren Buffett stocks include Apple, Atlanta Braves Holdings and Coca-Cola as of May 2024.

Relative performance — Comparing your return to the overall market is a better measure. If your total portfolio is up 20% for the year and the overall market is only up 15%, you have done very well. Or if your portfolio is down 10% and the overall market is down 15%, you have done well.

As of the end of the fourth quarter of 2023, 66 hedge funds out of the 933 funds tracked by Insider Monkey had stakes in Occidental Petroleum Corp (NYSE:OXY). In addition to Occidental, Buffett also likes Apple Inc. (NASDAQ:AAPL), Coca-Cola Co (NYSE:KO) and Chevron Corp (NYSE:CVX).

The current portfolio value is calculated to be $45.86 Bil. The turnover rate is 0%. In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK.

OMAHA, Nebraska, May 6 (Reuters) - When Greg Abel succeeds Warren Buffett at the helm of Berkshire Hathaway (BRKa. N) , opens new tab, he is expected to preserve the culture at the behemoth even if he does not match the star power of his legendary boss.

A three-fund portfolio isn't complex. It just means choosing one representative fund to include in your portfolio from the domestic stock, international stock and bond categories. These funds can all belong to the same family or come from different mutual fund companies.

Is my portfolio beating the market? ›

To "beat the market" means achieving a higher return on your investments than the overall performance of a designated benchmark. Outperforming a benchmark requires a combination of securities that are within the benchmark or applicable to the benchmark.

Typically, balanced portfolios are divided between stocks and bonds, either equally or with a slight tilt, such as 60% in stocks and 40% in bonds. Balanced portfolios may also maintain a small cash or money market component for liquidity purposes.

Buffett is also uninterested in gold. In his 2011 letter to shareholders, he noted that gold has two significant shortcomings, “being neither of much use nor procreative.” “If you own one ounce of gold for an eternity, you will still own one ounce at its end.

Fair Value Estimate for Coca-Cola

With its 3-star rating, we believe co*ke's stock is fairly valued compared with our long-term fair value estimate of $60 per share, which implies a 22 times multiple against our adjusted 2024 earnings estimate and a 2024 enterprise value/adjusted EBITDA multiple of 20 times.

Coca-Cola: $25,244,000,000 (6.7% of invested assets)

Perhaps it's no surprise that Buffett's longest-held stock, Coca-Cola (KO -0.14%), is also one of Berkshire Hathaway's largest holdings.

Over 30 years ago, Warren Buffett, CEO of Berkshire Hathaway, made his first purchase of silver in anticipation of the metal's demonetization by the U.S. Government. Since that time he has followed silver's fundamentals but no entity he manages has owned it.

Warren Buffett was a major shareholders in Walmart until 2016, when he sold most of Berkshire Hathaway's stake in the retailer. At that time, Buffett cited Jeff Bezos and Amazon as a threat that made retail stocks a “tough” game.

Warren Buffett, the second wealthiest man in the country, will donate the bulk of his $44 billion fortune to the foundation of the wealthiest, the Bill & Melinda Gates Foundation, and four other philanthropies starting in July, the New York Times reports.