Saturday, February 15, 2020

i noticed something weird about warren buffet's portfolio ...

previously, when i was constructing the berkshire pie, i noticed that warren devotes a goodly portion to very low weighted stock picks. i recently redid this according to the 12/31/2019 13f and after rounding the weightings of everything that could be rounded to at least 1% I have:
so there's 4% of stuff that each have less than .5% weighting in warren's portfolio but these represent 28 of 52 holdings. so the question is what are these smaller holdings and if buffet is buying them maybe they are some picks that you might want to allocate more to. So here's the lower berkshire pie:


NOTE: PERFORMANCE SHOWN IS ONLY SINCE JAN 26, 2020 (FOR SOME REASON M1 NOT SHOWING FULL 1 YEAR RESULT.) this is 3 weeks of performance which if annualized by multiplying by 52/3 is something like 50% return but your mileage may vary!

curiously amzn is one of the lower berk's and is the closest to graduating to the upper berk's. in any case, i have adjusted the weightings to be as close to berkshire's that i can match but theyr'e not exact. AMZN and SIRI got the highest at 8% of lower berkshire while anything under .7% in warren's portfolio is 1% of lower berkshire.

if you want the full berkshire treatment one can combine the upper and lower berkshire pies for the full berkshire effect:
NOTE: PERFORMANCE SHOWN IS ONLY SINCE JAN 26, 2020 (FOR SOME REASON M1 NOT SHOWING FULL 1 YEAR RESULT.) this is 3 weeks of performance, which, if annualized by multiplying by 52/3 is something like 32% return. your mileage may vary!

want to invest like a billionaire? with commission-free, fractional-share investing from m1 finance you can own warren's portfolio for as little as a $100 initial investment and add in increments as little as $10. use any of my pie links to fund a new m1 account and get a $10 reward.

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