Q1 2012 Warren Buffet's Berkshire $75B Filing Yesterday: Top High Conviction Buys And Sells
By Ganaxi Small Cap Movers:Warren Buffett and his conglomerate investment holding company Berkshire Hathaway's (BRK.B) investment returns are legendary. Over the long-term, the company has averaged over a 20% growth in book-value, and it's stock has returned more than 76% during the last decade from 2001-2010 versus negative returns for the S&P 500 during the same period. Berkshire holds a very concentrated portfolio of 35 stocks, with the top four positions in his portfolio, namely, Coca Cola Inc. (KO), IBM (IBM), Wells Fargo & Company (WFC) and American Express Co. (AXP), at 20.4%, 17.1%, 17.0% and 11.8% respectively, accounting for well over two-thirds of its 13-F portfolio assets of $75.3 billion for Q1, that was filed just yesterday. Most of the investments in the portfolio are held for the (very) long-term, with the churn in the portfolio in Q1 of less than 2%. Hence, we focused our efforts on analyzing the equity holdings inComplete Story »
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