I’ve been pretty disappointed with BRK.B this year.
Hope 2020 is a better year for the Oracle.
Did not know his Apple holding got so fat lol
I tried to edit in his Cash, GM, and other positions but it wasn’t letting me. Here they are as a comment instead.
**Cash – ($124,442,000,000)** ***NOT INCLUDED IN STOCK PORTFOLIO PERCENTAGES***
>At the moment, Warren Buffett’s largest holding is in cash, about $128 billion. This is a huge increase from the $23 billion in cash Berkshire was holding on to in 2009. Now because of some insurance companies that Berkshire owns, they are required to keep a certain amount of cash on hand, but the amount that Berkshire has been putting away has led a lot of people to speculate that he is expecting a crash or that he is no longer the same great investor he always was.
**General Motors – 1.26% ($2,708,669,000)**
>Warren Buffett first took a stake in **General Motors**, the world’s fourth-largest auto manufacturer by production, in early 2012. He most recently upped Berkshire Hathaway’s holdings in the fourth quarter of 2018, when he increased his position by 37%. However, like Kraft Heinz, this is also one of the more disappointing investments for Warren and Berkshire Hathaway. Including dividends, General Motors has returned a disappointing 81% since March 2012 – roughly half the market’s total return in that time.
**Others – 12.82% ($27,522,702,000)**
>About 12.82% of Berkshire Hathaway’s portfolio is invested in small positions in a wide variety of companies. A few honorable mentions are Visa, Mastercard, Sirius XM, Costco, and Amazon.
They always underperform when the market is charging upwards. Once the downturn comes, they absolutely steal bargains and provide great value and all of a sudden become the best place to invest once again.