Warren Buffett - Berkshire Hathaway's Profile |
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Left by  Mustelo ( track member | ignore member ) - November 04, 12:26PM
Not exactly sure what you wish to compare, but a
few characteristics to look for in companies that
Buffett tends to look for would be low debt, a
good return on equity, consistent earnings, and
having an economic moat.
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Left by  bigdaddy1974 ( track member | ignore member ) - October 20, 10:20AM
new to tickerspy, can some one explain to me how
to compare some of my stock choices to that of
Warren Buffet? Thanks.
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Left by temea1@yahoo.com ( track member | ignore member ) - September 18, 03:16PM
I happened to be new to the tickerspy. I found out
of it just by accident. Can someone tell me how to
use and to expect from this free service? thank
you
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Left by Mustelo ( track member | ignore member ) - September 08, 10:48AM
Yes, this seems to be up-to-date. Which purchases
are you looking for? Keep in mind that these are
purchases of common shares, and not special deals
or other circumstances that Berkshire Hathaway may
have with other entities or companies. I try to
keep up-to-date alternative (other) investments
and most recent holdings posted here:
http://www.tickerspy.com/portfolio.php?pid=50369
and
http://www.tickerspy.com/portfolio.php?pid=48066
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Left by  Sonador ( track member | ignore member ) - September 03, 11:04PM
Can somebody advise if this is the most up to date
chart with Warrents stocks ? I dont see some
stocks I know he has purchased.
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Left by  plundstedt001 ( track member | ignore member ) - February 20, 12:18PM
Lets use the Berkshire Hathaway Portfolio as of
09/30/2008 as an example.
How to reposition a $46 billion portfolio.pdf - by
Peter Lundstedt, CIO, Portfolio Strategist
How to reposition a $46 billion portfolio,
to yield a higher rate of return (in my opinion).
From: Peter Lundstedt, CIO, Equity Portfolio
Strategist, Greenwich Asset Management Group, LLC
Lets use the Berkshire Hathaway Portfolio as of
09/30/2008 as an example. I will
be using stocks from an article I read on Buffett
which gave me this idea.
See:
http://seekingalpha.co
m/article/115752-
buffett-s-latestheadache-
u-s-bancorp
and
http://www.hoovers.com
/free/co/secdoc.xhtml?
ID=10206&ipage=6253178
for the 13f.
So, here is the list I
used from the
seekingalpha.com
article. It could be
any list of stocks.
Notice that this
particular portfolio
is top heavy with KO,
its largest position.
So, let’s see how this
portfolio looks on
Excel in its present
state. Or just assume
you had this
portfolio.
Next page.
Here is the same portfolio in excel format.
Assuming that all the numbers are
correct, it appears that this top heavy portfolio
has a return of 1.22% since
1/22/09.
Next page.
The way I was trained to construct a portfolio by
the former head of the NY
Common Retirement Fund manager, Bill Hay, and the
way we did it for five years,
was to evenly weight the portfolio. Here it
appears that the return since
1/22/2009 was 1.37%.
Next page.
So now, let’s further dissect this portfolio by
giving each stock a score and
separate the portfolio with a minimum score of
375.
Here is the same portfolio graded, readjusted and
separated at a score of 375
into two portfolios. For the same period, the
higher scored portfolio returned
2.55% whereas the lower scored portfolio returned
0.19%. And no, this is not
guaranteed.
Next page.
What would this new portfolio look like if we were
to weight it like the first
portfolio except top heavy with our highest rated
stocks? Here again, the higher
graded top portion returned 1.52% and the bottom
portfolio returned -0.34% in the
same period.
So in the end, the first top heavy portfolio
returned 1.27%. The same portfolio
‘equal weighted’ returned 1.37% and the
‘graded equal weighted’ portfolio
returned 1.40%. After limiting the portfolio to a
higher score of 375 or the top
20 stocks showed a return of 2.55% whereas the top
heavy top 20 portfolio
returned 1.52% for the same period.
This does not mean that the graded equal weighted
portfolio will always
outperform the un-graded top heavy portfolio.
Indeed, the top heavy portfolio
could do extremely well assuming you have the
right top stocks.
Thank you
Peter Lundstedt, CIO, Portfolio Strategist
Greenwich Asset Management Group, LLC
2 Sound View Dr. Suite 100
Greenwich, CT 06830
(203) 622-1305
(866) 423-3221
Fax (203) 622-1306
Web site: www.gamgllc.com
Email: gamgllc@earthlink.net
Disclaimer…Peter Lundstedt is president of
Greenwich Asset Management Group, LLC, (GAMGLLC),
a
registered investment advisor. All material
presented herein is believed to be reliable but
we
cannot attest to its accuracy. Investment
recommendations may change and readers are urged
to check
with their investment counselors before making any
investment decisions. Opinions expressed in
these reports may change without prior notice.
Peter Lundstedt and/or the staff at GAMGLLC may
or
may not have investments in any funds cited
above.
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Left by Max ( track member | ignore member ) - December 18, 06:30AM
The current batch of stocks is from Q3, so for any
new positions or increased positions, the stock
was bought somewhere between the high and low for
the quarter. Unfortunately, the SEC doesn't
require filers to be any more specific than that,
so that's the data that is available.
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Left by  neovite ( track member | ignore member ) - December 18, 05:31AM
Is there any simple way to know what price Buffett
paid for the stocks, or a range of possible
prices?
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Left by Mustelo ( track member | ignore member ) - December 05, 06:30PM
GEICO is a wholly owned subsidiary of Berkshire
Hathaway. In addition, Berkshire buys common
shares and also invests money in companies via
alternative methods. I attempt to post both on My
Tickerspy under Berkshire Investments and
Berkshire Holdings. Cheers!
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Left by  Jackson_Angel ( track member | ignore member ) - December 04, 05:24PM
This stuff is bogus.
Where is the rest of his stocks mentioned on CNN,
etc? The only stock he owns (according to this)
that made a profit is Bud held in Mexico?
Yeah...ughhugh.
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Left by yohomie_99 ( track member | ignore member ) - November 19, 03:10AM
Didn't he buy GS in the 3rd quarter? It's not on
the portfolio. Is it because he bought preferred
stock?
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Left by  ValueHuntr ( track member | ignore member ) - September 30, 07:35PM
mkhanarian, you are right. The reason why KO's
poor performance is on reflected on tickerspy is
because the website does not properly allocate
proportions. It simply places equal weight to all
stocks. If Buffet holds 20 stocks, each one would
have an equal effect on performance (each is
1/20th of total portfolio). This is obviously not
the case in the real portfolio.
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