What Buffett Isn’t Telling You About His Stock Buys and Sells
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- Опубликовано: 1 дек 2024
- Warren Buffet looks more like a stock trader lately than a value investor! He practically sold out of two stocks Berkshire Hathaway bought in the last 2 months! What is going on here? Warren Buffett is unloading stocks and piling up cash, to the tune of a jaw-dropping $341 billion-mostly sitting in T-bills. A lot of investors are getting concerned that Buffett is predicting a crash or worse by increasing his cash positions... And his latest buys and sells caught us off guard! Which caused us to do some digging in his portfolio to find out what he knows that the rest of us don't know! Paul Gabrail will share what No One Is Telling You About Warren Buffett's Stock Portfolio!
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I initially did the big ticket buy, 150k into SCHD, 75k TSLA, 25k VYM, 25K VUG, AMZN 25K. Now I'm dca buying roughly 2k every week of whatever is on sale, and looking to add more tech positions to my portfolio. I'm looking to hold long term 15 - 20 years, so hopefully my lump sum buy in doesn't bite me in the ass long term.
In the past month, my "unexciting" index funds provided me with over $6,000 in dividends, giving me the option to spend without selling shares. Currently, I've opted to reinvest the dividends to acquire additional index funds for future growth.
I agree; I have approximately $1m in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
Her name is ‘’Aileen Gertrude Tippy’’ can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist?
The market has been a basket of surprises lately, it's better to abide by professional guidance.
Such uncertainties are the reason I don’t base my judgement on a ''heresay'' 2020 had me holding trash stocks, but thankfully revamp my portfolio through the aid of a pro before seeing significant gains. To date, I've scaled up nearly 320% ROI. it's been 4 years and counting. I and my advlsor are working on a 7 figure ballpark goal and we're not far.
Great gains! Does your advlsor work with specific types of clients? I once saw a news story about people who made fortunes during the Dotcom crash and the 2008 crash, and I’ve been exploring similar opportunities in the current market.
I’m cautious about giving specific recommendations as everyone's situation varies. You may consider independent financial advisors like ''Kimberly Grace Flanagan" I've worked with her for over 4 years now and I'd gladly commend her exemplary service on a public post.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Buffet was also selling when the pandemic hit, a great entry point for people of my generation (30s, 40s) and a great period for stocks overall. My question is do you think it's a good time to consider selling some stocks too? I’m considering rebalancing my $2M portfolios and curious for the best strategies to do so.
I also think everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I could really use the expertise of this advsors
Her name is ‘Marissa Lynn Babula’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I sold most my positions during the dip at a loss and now those stocks are doing well. Most of my holdings are in cash of about 300 grand now. How do I stay invested and think long-term to help me ride out the market’s ups and downs.
Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.
Buy DOGE... go all-in! Thank me later!
It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. I've been in touch with my CFA for about 3 years now and although I was initially skeptical about it, I will say I've made more progress within a that time frame generating 7-figure profits.
@@Redwood4040 This is incredible. Could you recommend who you work with? I really could use some help at this moment.
This is incredible. Could you recommend who you work with? I really could use some help at this moment.
Buffet isn't clairvoyant. His super power is patience. Buffet selling when markets are at ATH is classic Warren Buffet. Nothing to see here.
Good stuff - GC
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
It might be difficult finding the next apple within the tech stock sector, apple has performed way better than the others, maybe look outside of tech stocks.
I've remained in touch with a financial analyst since the start of my business. Amid today's dynamic market, the key difficulty is pinpointing the right time to buy or sell when dealing with trending stocks - a seemingly simple task but challenging in reality. My portfolio has grown by more than $600k within just a year, and I've entrusted my advisor with the task of determining entry and exit points.
Could you guide me on how to get in touch with your advisor? My funds are being eroded by inflation, and I'm seeking a more lucrative investment strategy to effectively utilize them.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
Woah for real? I'm so excited. Charlotte Miller strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
He said very clearly that he was profit taking on behalf of shareholders because he expected higher tax rates due to the US debt.
A smart person never reveals his / her true intention. Read between the lines. What he says and what he does are two different things. I don't think that he wants to create panic among investors by saying crash is coming especially when he still has billions in stocks. Just look that he did the same thing before 2008 crisis. We can't time the market so just stay invested and ride the market especially if you still have decades to spare
Tx for sharing - GC
BULLSH*T!
P/E ratios are high so they are dumping.
So now that Trump is president, do you think he’ll buy back into those positions?
@@adrianboucek Great question, been wondering the same. I think he was preparing for a Biden win long ago and obviously that narrative got flipped. Once it was clear that Trump had a shot, I think he just stayed the course because Trump = uncertainty. So regardless of the election outcome, he wanted to be in cash.
His cash position is nothing speical if you look at berkshires avg cash holdings. Chill out. People talk about a crash every year for years until it happens thrn say they were right. Just dca
Good stuff
Pretty hilarious how people were buying ulta beauty because buffet had bought it; meanwhile buffet was literally selling them his shares lol😂
Which site can I see that 13F chart at? 4:08
who else jus skips when paul starts talking about the software
Buffett is not telling anybody anything you are all guessing
Poop corp makes no sense. Way too rich, macro fears with China, seasonal stock, why?
One love - GC
You have to drill down into the details. Like HD and LOW, DPZ's return on equity reads as negative b/c they're so capital light and have bought back so many shares that they have negative shareholder's equity.
He’s playing a different game to nearly everyone else on the planet. Great intel, but I’ll stick to the mere mortal strategies we learn on the channel.
Buffett didn't buy Pool or Dominoes. The purchases were too small. Buffett buys and sells in the billions
Stocks are great!
Happy to hear you think so! - MH
Thanks, love the videos with deep dive info.
Appreciate that -GC
Thoughts on tell, tmf longish play? 2years
Ultimately, this channel always advises not to time the market. I am the only one who can spell Buffett's name.
Dominos ?.....a growing company that offers a product that is recession proof.
Paul is absolutely right. ❤
Tx for sharing - GC
He does this every year bro always thinks market is over value eventually he’ll be right
Where do you find Buffett stocks? When he buy and sell?
Dataroma
DATAROMA is a good way to start ....but you will always be a quarter past late - GC
cnbcBerkshireHathwaystockportfolio.
@EverythingMoney thanks for the answer
Selling nu holdings imo is a stupid move. That company is so well executed and has so much growth potential. It’s one I would love to own at some point
Tx for sharing - GC
You should get mo to have a look at the charts and see if he thinks they are doing a long swing trade.
Thank you for the recommendation!
Buy the s and p often, ignore the news and you will Be ok
Low end of Berkshire is the traders not Buffet 💪🏼
why keeps buffett holding $KHC? only because of the dividend?
5:20 No. This stock went away and was merged with SIRI, so they got SIRI shares from those tracking stocks. They didn’t liquidate.
Okay - GC
That tells you a lot about those investment gurus.
Buffett says to not do what he does but it's hard not to notice :D
Good point - GC
I think the oracle is paying for Pauls stock analyzing tool. He must be waiting for Tesla to hit 70$.
Too much talk ... look at the macro, you'll find your answer.
Buffet operates as a large (activist) fund, if he can't influence the decisions of the company and yield higher return for his shareholders (since the market is overvalued) he'll be happy to side on the sideline until it gets cheap.
Thanks Paul for the detailed sell/buy sheet for Buffet. As of now, I think Buffet is just teaching people how to buy and sell in large volumes. There is nothing to read into his moves. I remember they bought Gold a couple years ago and then sold it a couple of quarters after. Nothing to read into. He cannot see PE of 10 in stocks so his disciples do things like this to not get bored. Of course there is always a chance of crash people have lost more money waiting for the end of times.
"The trick in investing is just to sit there and watch pitch after pitch go by and wait for the one right in your sweet spot. And if people are yelling, ‘Swing, you bum!,’ ignore them" - WB
Buffet is currently ignoring them. There is nothing for him to buy.
Problem is, this has been going on for a while now. He doesn't understand tech and this market is simply outside his zone, or area of expertise.
Apple wasn't really an investment. It was just big enough for him to safely park his money there. I think it has grown too big and now he was to divide it up somewhere else.
Great quote - GC
I don't trust everything, not even his so called indicator. WB is getting older too, he's maybe looking to leave behind his strong legacy with funds to buy and at the same time take bigger risks on some new positions instead of the traditional ones.
imho Buffet isn't really expecting a crash. As he said many times, he simply doesn't see great opportunity to invest so he stays liquid. I personally think there are opportunities to invest but not in the USA and as he said many times he doesn't like buying outside of the US
He doesn't see any opportunity so he stays liquid. That is correct but he sold lots of APPL & BAC so he is expecting a crash. It will be foolish for him to say that crash is coming when he still has billions invested in many other stocks. He might spread panic among some investors. Well, he also bought Japanese stocks so he only cares about opportunity regardless of the countries where the stocks are sold at
@@kurniawanms2 He never bought chinese companies though and imo they're looking attractive now.
Good comment....no easy investing like WB - GC
Well he surely couldn’t say it if he expects a crash. It would literally cause a crash. Lol
@@odoacredacalcutta5085Berkshire bought byd before, the Chinese EV company
Buffett is clueless about technology stock. Don't be surprised he relies on his inner circle for recommendation and action.
Thank you for the thorough and understandable analysis.There are so many questions about Buffett‘s investment activities. One thing which I don‘t understand is, why he doesn‘t touch his KHC position. That has had of the worst returns (if not the worst).
Good stuff - GC
pls add Australian stocks to your software
How do we reconcile this with the Great Melt-Up?
Join our community - GC
His stock analyzer tool doesn't give him higher returns than treasury bills under his considerations with his margin of safety😂 Remember guys. Process process process
Cash is King
Guys company is worth a trillion dollars and he’s literally 94 years old ovbs he is gonna just be playing defense by now In addition to being in his 70s when cell phones became popular he is just to rich and to old to invest in these big growth tech companies if we are being honest all respect to babe Ruth but he would get destroyed today
I wonder if Buffet was unhappy with one of his money manger's trades so he had them reversed.
I can't believe this dude is still on RUclips. SMH
I have never been so excited for the next Omaha conference! So many things we want to hear from Warren!
Absolutely - GC
I am happy as a Berkshire Hathaway stockholder that the current sales are part of a bigger picture. I just wish he had NOT sold Taiwan Semiconductor. He bought $4 billion last year and sold 2 months later. Admittedly he was worried about the China political situation. I wont be selling my Berkshire shares any time soon.
Good stuff - GC
How many stocks did Buffet own in 1969? The answer is 10, probably closer to 5.
He had massive conviction and concentration in a few stocks.
The exact opposite of 2024.
Good stuff - GC
Buffets team attempting to take a page from Renaissance’s playbook.
Tx for the note -GC
Ohhh, this is a sales channel.
he probably creating a downturn 💀
Great video...I doubt warren buffet is the one making those moves and last quarter pool corp got crush n was like $295 a shares....
Good comment - GC
You will not take any notice of the oldman. You cannot produce a youtube by professing to hold cas or bonds
I keep telling both friends and family, Now is the perfect time to own a Tech Stock. With everything going on and seeing how the world has been run by Al, all Tech is here to stay, and you don't want to miss it.
Interesting! This is superb! Information. As a noob, it gets quite difficult to handle all of this, and staying informed is a major cause. How do you go about this? Are you a pro-investor?
Are they prepared to hold their positions for 10-20 yrs? Because if not, that advice is actually quite dangerous.
Holding tech growth at these levels will give fomo investors a lesson in macroeconomics soon. I just finished a 2 month rolling process into bond ETF's because of the Buffett indicator. It's currently at 208%. Good luck!
@@ryandenoon8299 what does this mean to a beginner investor Ryan
Bot
One word nvidia
buy and hold isn't work for warren buffet any more. why?
Perhaps people will eat more Domino's Pizza, if a recession is coming? 🤔
Good video bruz. Keep them coming
Thank you very much! Glad you enjoy them.
You can throw any precedence out the door moving forward as it relates to equities! Period. Debt! It has changed everything.
Nice one - GC
Are you saying only Berkshire Hathaway knows it's overvalued? How about other super smart people in the world?
He is certainly the most successful....who knows....BTW he is not the only one selling- GC
The guy is pretty old, his best friend is gone. Not looking to follow Buffett's lead.
It’s because of geopolitics risk right now with Tawain the Apple sold out
Cool - GC
Buy BRKB on the dip.
I really really don't like Warren Buffett 😂
Profit taking, he still holds far more than he sold.
All the billionaires have taken profit.
But why not sit on loads of cash just in case of a massive crash.
We should all do the same.
Good stuff - GC
Definitely stocks are overvalued and there should be correction or crash otherwise it is not healthy. But can it get more overvalued before correction hits markets, I do not know. So After few months buying medium term puts of fugazi stocks make sense as well as taking profits or selling calls heavily
Tx for following us - GC
He is selling equities as they have fully matured and ripe to harvest.
Who said time in the market not timing the market this goes about everything Buffet stands for however Buffet has done this for a reason.
I think Buffett is still 70% invested. 30% cash is not that extreme.
Buffetts people 2:20 - Diddy just chilling in the back 😂
😂😂
This feels a bit like clickbait. In fact, the irony is I feel like I have to say "what this youtuber isn't telling about any of this." 350 billion is like selling off 20% of your personal portfolio (actually a little less in his case).
He is allowed to no longer like a certain company as much. He still has a decent amount of apple anyhow for example, but their hero product (the iPhone that makes up an overwhelming majority of the company's sales) has brome stale to the point they are saying it won't be annual product anymore.
The M series macs don't make up anywhere near as many sales and they even have had trouble selling more in part to the upgrades not being needed with em. I haven't been bullish on apple any longer either.
Tx for following us - GC
For anybody that really understands Buffett he is looking at a record high valuation in stocks right now compared to GDP, with bond yields virtually matching the FED funds rate. Remember the bond market is 3 times the size of the NYSE, and its very hungry right now. Good luck to growth holders!
Buffett just recent invest $99 Billion in stocks. The guy just flipping his positions.
I gotta say I like the Dominos position, there profit margin is good, and cash flow per share is amazing, i hate Dominos, but somebody like it, also I been looking at SMCI, holy cow this is the chance to get in AI, lotta FUD out there on it
What do you thinks the best stock to buy? I'm clueless
Good stuff - GC
Pool corp and dominoes are basically monopolies, right up Buffets alley.
One love - GC
During a bulbble burst of recession ALLLLLLL stocks are battered whether they are over or undervalued. I trimmed my earnings on everything I have only to rebuy more later.
Nice one -GC
How long has he been holding cash? At least 4 years... a full chip cycle.
Investors buy and sell for different reasons.
Yep! - MH
✅💎
I wonder if domino's about to forward split? And they knew this will happen?
He is almost 100 hes not doing anything .. lol yall gotta stop
Age is just a number 😅 - GC
You dont need to check what buffet is doing. Look at all the market valuatins for blue chips and especially the PE for etfs… everyone with eyes can see the past 5 year performance is extremely euphoric almost a straight line up
He sold for taxes.
Maybe - GC
Is he waiting for a energy pull back to buy occidental?