Berkshire "berappeln" sich

Wenn man mit dem Gedanken spielt, zu verkaufen, ist jetzt bestimmt kein schlechter Zeitpunkt. Ich hingegen bleibe drin :-)
Mein Erstinvest von 2013 ist 400% im Plus, brauche also noch eine Verdopplung, um auf Libudas Rendite zukommen ;-)

Ich finde Berkshire einfach nur faszinierend, diese Performance über einen Zeitraum von 60 Jahren hinweg.
Cool finde ich auch, dass Buffett gerade Kasse macht und über 300 Mrd Cash hat.
Ich glaube zwar auch, dass 2025 ein schwieriges Jahr wird, aber wenn es an der Börso mal richtig rumpelt (was es seit der Finanzkrise nicht mehr wirklich getan hat), dann wird Berkshire da sein. Und dann wird auch wieder die Überrendite zum Index kommen.

Mein Geld ist dort in den bestmöglichen Händen.  

Berkshire Hathaway Reduces Apple, Bank of America Stakes in Q3

Berkshire Hathaway (BRK.A, Financials) has cut its stakes in Apple (AAPL, Financials) and Bank of America (BAC, Financials) by more than 20% during the third quarter, according to its recent quarterly filing.

Under Warren Buffett (Trades, Portfolio)'s direction, the conglomerate said that, at the conclusion of Q3, the fair value of its Apple stake dropped from $84.2 billion in Q2 to $69.9 billion. This decline implies that Berkshire cut its Apple ownership by around 100 million shares, therefore lowering its position to roughly 300 million sharesa drop of almost 25%.

Likewise, Berkshire's ownership in Bank of America dropped; the fair value dropped to $31.7 billion at the end of Q3 from $41.1 billion in Q2. This shows a decline of over 230 million shares, therefore bringing its holdings to roughly 800 million sharesa drop of almost 23%.

These divestments helped Berkshire's cash reserveswhich had been $276.94 billion on June 30reach a record $325.21 billion as of September 30. Purchasing just $1.5 billion, the corporation sold $36.1 billion in equities during the quarter, ninth straight as a net seller of stocks.

https://finance.yahoo.com/news/...y-reduces-apple-bank-195513375.html
 

He’ll Make Money No Matter What

Jim Cramer on Berkshire Hathaway Inc. (BRK-B) CEO Warren Buffett: ‘I Do Want To Know What He Thinks About The Election… He’ll Make Money No Matter What’

Syeda Seirut Javed

Wed, November 6, 2024

https://finance.yahoo.com/news/...rkshire-hathaway-inc-195126371.html

 

Warren Buffett's $166 Billion Warning to Wall Street Has Become Deafening

Sean Williams, The Motley Fool

Wed, November 6, 2024

https://finance.yahoo.com/news/...-166-billion-warning-100600482.html