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. Its pipeline contains 28 properties in development. 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. It also beat out its peers for return on assets, tracing higher than 1% for the past decade except 2008-2010. Seritage formed in June 2015 to purchase Sears and K-mart stores and lease the properties back to Sears Holdings, gradually renting out defunct Sears stores to other stores like Ulta (ULTA), 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. The majority – 99% -- of Warren Buffett (Trades, Portfolio)’s net worth is wrapped up in the company he built, Of course, it also happens to be the largest holding in Buffett's portfolio by a long shot. This insight can help us track down the top dividend stocks. At 0.34%, Axalta Coating Systems is Berkshire's only stake in this sector. 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. This prompted Warren to start investing for his personal life. 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. 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. You'll often find him writing about Obamacare, marijuana, drug and device development, Social Security, taxes, retirement issues and general macroeconomic topics of interest. This article originally appeared HERE. First, his conglomerate Berkshire Hathaway has acquired about five dozen businesses from a variety of industries and sectors, including insurer Geico and railroad operator BNSF. Second, Buffett has to avoid conflict of interest, or even the appearance of it, between his personal dealings and his shareholders’ interests. Buffetts exact share portion of Wells Fargo is unclear, though he confirmed his ownership as recently as his April annual meeting and said he bought it “a long, long time ago.”. Another industry that's pretty much been an afterthought in Buffett's portfolio for two decades and counting is materials. 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. Seritage is a REIT that in June 2015 spun off from Even after shedding 36.3 million shares, Apple accounted for almost 48% of Berkshire's total portfolio value, up from 44% in Q2. GuruFocus.com is engaged in the business of financial news, commentaries, research and publishing. 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. 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. 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. Apple: $79.5 billion. 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. 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. For the past 10 years, Wells Fargo’s management has produced a higher and more consistent return on equity than competitors In a short time, he had made $3 million dollars. Transports: 4.71% Between the fourth quarter of 2010 and the third quarter of 2016, … He talks far less about the other 1% he invests on the side. Then, in 2006, he started giving his money away. The real surprise was the Teva Pharmaceutical purchase in the fourth quarter of 2017. Matching performance of Warren Buffett by investing same stock as Buffett Warren Buffett's Personal Portfolio. As employed by Warren Buffett, the greatest investor of all time, value investing is the only winning strategy for the long term. 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. 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. “I like Wells Fargo extremely well compared to other securities. He formed Buffett Partnership Ltd. in 1956, and by 1965 he had assumed control of Berkshire Hathaway. 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. Berkshire Hathaway Buffett first took a position in the company a little over two years ago. (JWM) and various restaurants. You may opt-out by. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. On the other hand, it's an industry that requires a lot of capital to make very little money. 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. © 2020 Forbes Media LLC. I'm in my early 50s, have more than $1 million in retirement savings and plan to retire around age 60. STORE is a net-lease real estate investment trust that owns more than 2,400 properties across the United States. Follow the author on Twitter here. 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. Opinions expressed by Forbes Contributors are their own. 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. Liberty Sirius XM Group Series A. Curious what one of the greatest buy-and-hold investors has in his portfolio? Long story short, Buffett's fascination with airlines is a bit of a head-scratcher. 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. Stock Advisor launched in February of 2002. If memory serves, he said a few years ago that he thinks he could generate 50% annual returns on a $1 million portfolio. 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. Although he's owned companies like Wells Fargo for 30 years and AmEx for well over 25, it's Bank of America that's the crown jewel. And second, Buffett and his team are investors. GuruFocus hosts numerous value screeners and research tools, and regularly publishes articles about value investing strategies and ideas. Let's conquer your financial goals together...faster. Buffett has a proven track record, and anyone can follow his lead. Or you can pick individual stocks from his portfolio. For what it's worth, Buffett regrets not buying into Amazon a lot earlier. Warren Buffett is 90, but the investments he's put together will continue to generate solid returns … 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. 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