Value Investing

Warren Buffett: How Many Stocks Should You Own?

Warren Buffett: How Many Stocks Should You Own?

In his 1962 partnership letter, Warren Buffett gave his investing clients an overview of his value investing strategy he calls The Generals.[1] “We usually have fairly large portions (5% to 10% of our total assets) in each of five or six generals, with smaller positions in another ten or fifteen.” – Warren Buffett This example […]

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margin of safety

Margin of Safety

“A margin of safety is achieved when securities are purchased at prices sufficiently below underlying value to allow for human error, bad luck, or extreme volatility in a complex, unpredictable and rapidly changing world.” – Seth Klarman For investors the margin of safety is the variance between the fundamental value of the underlying company of

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Current Warren Buffett Stocks 2021: Q1 Update

Current Warren Buffett Stocks 2021: Q1 Update

Warren Buffett’s company Berkshire Hathaway was holding 46 different company stocks in its portfolio on March 31, 2021, according to the most recent regulatory filing  with the SEC from the 1st quarter of 2021. The five biggest positions account for over 75% of the portfolio’s value: $AAPL $BAC $KO $AXP and $KHC. The top ten

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intelligent investor summary

Benjamin Graham Quotes for Investors

Benjamin Graham is the father of value investing based on price versus fundamental underlying business value. He was a college professor, successful investor, money manager, and the best selling author of the classic book ‘The Intelligent Investor’ and co-authored ‘Security Analysis’. He taught at Columbia Business School and UCLA’s Anderson School of Management. His top

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Warren Buffett Portfolio

Current Warren Buffett Portfolio

Here are the Berkshire-Hathaway portfolio holdings managed by Warren Buffett as of March 31, 2020 that were reported in the 13F filing to the SEC on May 15, 2020 along with other filings. His portfolio holdings by sector: Information technology 39% Financials 35% Consumer Staples 16% Consumer discretionary 5% Industrials 3% Health Care 2% Company/Ticker/

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