Investing can seem complicated, with countless options and strategies to choose from. But a simple 3-fund portfolio may be one of the best places to start for beginner investors looking for a straightforward, low-cost approach. Investing can seem daunting for beginners with so many potential assets to choose from and strategies to research. But starting […]
How to Create a 3 Fund Portfolio: A Beginner’s Guide Read More »
Investing enthusiasts and market watchers often look to seasoned investors for insights into intelligent investment strategies. One such investor who has captured the world’s attention is Michael Burry, the famed hedge fund manager and founder of Scion Asset Management. Known for his contrarian and value-driven approach, Burry gained widespread recognition for his successful bet against
Michael Burry: Big Short Portfolio Update: Q2 2023 Read More »
In this post we are going to take a look at the Berkshire-Hathaway portfolio holdings by stock, sector, and industry managed by Warren Buffett that were reported in the 13F filing to the SEC for the 3rd quarter ending on September 30, 2022. Warren Buffett continues to oversee and manage the Berkshire-Hathaway portfolio at age
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Up Charlie Munger worked with Warren in Buffet’s grandfather’s grocery store in Omaha, Nebraska. Munger earned $2 for ten hours of labor in the 1930’s before he went off to college. He’s originally from Omaha and left to attend the University of Michigan to become a meteorologist in the army during World War II. He
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Bill Ackman became a billionaire through operating the Pershing Square Capital Management hedge fund that he founded in 2004. He became famous in the financial world for his short position on bond insurer MBIA and his rescue of mall operator General Growth early on in his investment career. His approach is mostly as a contrarian
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Ray Dalio founded Bridgewater Associates in 1975 and grew it into one of the world’s largest hedge funds by 2005. Bridgewater’s Pure Alpha strategy has generated approximately 12% annualized returns since its founding in December 1991. As of 2022 his hedge fund has 105 clients with over $235 billion in total assets under management. Ray
Current Ray Dalio Portfolio 2022: Q2 Update Read More »
Charlie Munger at 98, remains the vice chairman of Berkshire-Hathaway and partner of Warren Buffett and they both appear at annual shareholder meetings. Current Charlie Munger Stock Portfolio 2022 Period: Q1 2022 Portfolio date: March 31, 2022 13F filing Number of stocks: 5 Portfolio value: $212,603,000 Size Rank/Ticker/Company/Portfolio% BAC – Bank of America Corp. 44.59%
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Legendary trader Paul Tudor Jones is one of the best money managers of his generation for both consistent returns and minimal drawdowns. He had no losing years in his primary fund over multiple decades, which is unheard of in the industry. PTJ more than doubled his assets under management during the Black Monday Crash of 1987 on
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Bill Ackman became a billionaire through operating the Pershing Square Capital Management hedge fund that he founded in 2004. He became famous in the financial world for his short position on bond insurer MBIA and his rescue of mall operator General Growth early on in his investment career. His approach is mostly as a contrarian
Bill Ackman Portfolio 2022: Q1 Update Read More »
Ray Dalio founded Bridgewater Associates in 1975 and grew it into one of the world’s largest hedge funds by 2005. As of 2022 his hedge fund has 107 clients with over $235.5 billion in total assets under management. Ray Dalio is ranked the 71st richest person in the world according to Forbes with a net
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Here are the Berkshire-Hathaway portfolio holdings managed by Warren Buffett that were reported in the 13F filing to the SEC for the 1st quarter of 2022 on March 31st. Warren Buffett continues to oversee and manage the Berkshire-Hathaway portfolio with approximately $363.5 billion in capital. Current Warren Buffett Portfolio 2022 Here is a snapshot of how the Warren Buffett
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Cathie Wood founded ARK Investment Management, LLC which focuses on disruptive innovation and offers investment solutions to investors seeking long-term growth in the publicly traded markets. Wood created ARK in 2014 with the idea to package active stock portfolios in an ETF format. Wood’s Ark Innovation Fund is their flagship portfolio. Ark invest offers many
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Dr. Michael Burry is the legendary investor that runs the Scion Asset Management hedge fund. He became famous through his inclusion in the best selling book “The Big Short” by author Michael Lewis that was also made into a blockbuster movie. Dr. Burry was played in the movie by Christian Bale and his character was
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George Soros is a legendary trader with average annual returns of 29% during his 34 years as a hedge fund manager. He is known as “The Man Who Broke the Bank of England” because of his short sale of $10 billion (US) worth of pounds sterling, which made him a profit of $1 billion during
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Legendary trader Paul Tudor Jones is one of the best money managers of his generation for both consistent returns and minimal drawdowns. He had no losing years in his primary fund over multiple decades, which is unheard of in the industry. PTJ more than doubled his assets under management during the Black Monday Crash of 1987
Paul Tudor Jones Portfolio 2022 Read More »
Bill Ackman became a billionaire through operating the Pershing Square Capital Management hedge fund that he founded in 2004. He became famous in the financial world for his short position on bond insurer MBIA and his rescue of mall operator General Growth early on in his investment career. Bill Ackman is ranked #1022 on the
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Ray Dalio founded Bridgewater Associates in 1975 and grew it into one of the world’s largest hedge funds by 2005. As of 2022 his hedge fund has 105 clients with over $223 billion in total assets under management. Ray Dalio is ranked the 36th richest person in the world according to Forbes with a net
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Cathie Wood operates the ARK Investment Management hedge fund that is located in New York. It has 282 clients and assets under management (AUM) of $55,094,588,754 according to Form ADV from 04-23-2021. As of the last Q4 2021 13F filing on 12-31-2021 the fund’s top 10 holdings were 39.85% of the total portfolio. ARK had
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The current Warren Buffett portfolio for 2022 has been updated. Here are the Berkshire-Hathaway portfolio holdings managed by Warren Buffett that were reported in the 13F filing to the SEC for the 4th quarter of 2021 at the end of December of last year. Warren Buffett continues to oversee and manage the Berkshire-Hathaway portfolio with approximately
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Michael Burry of Big Short fame manages his hedge fund Scion Asset Management based in Saratoga, California. His latest 13F filing for Q4 2021 showed a $74,459,000 primary portfolio of assets under management allocated into 6 stocks. The following positions are based on the last Q4 2021 13F filing as of 12-31-2021 and are the positions
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