Recent Performance Review Of Warren Buffett's Billion Dollar Equity Investments
17.05.12
Most of these stocks have acted somewhat resiliently this year and through the recent sell-off. The best performing listed equity though 2011 is IBM, followed by Kraft. Buffett's acquired the majority of his IBM position in the second half of 2011, and he trimmed his Kraft position through the year, following the Cadbury acquisition. IBM is now Berkshire's second largest holding, behind Coca-Cola.
Within the last month, Buffett's banks (Wells Fargo and US Bancorp) have been his top performers. Nonetheless, of the listed equities, these are his worst 2011-to-date performers, with Wells Fargo being the only listed equity to be down since the start of the year.
Many individuals may also appreciate that these companies are generally familiar. Additionally, these companies tend to grow their dividends, which is something most income-oriented investors usually appreciate. Most investors, even if they are new to investing, are likely familiar with several of these companies, if not all of them. This familiarity also makes it easier to understand the businesses, and also makes information on the companies more readily available and discussed.
Source: Seeking Alpha
