저자: 미상 · 외국인
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버크셔해서웨이 2024년 1분기 13F 공시를 분석. 애플 비중 축소(세금 및 현금 확보 목적, 여전히 최대 보유 종목 중 하나), 파라마운트 대규모 손실 후 매도, 비밀 매수 종목이 Chubb(CB)로 확인됨. 기술·금융 비중이 높고 배당주 중심 포트폴리오. 개별 종목 가격 방향에 대한 1~3개월 예측 발언은 없고 과거 실적과 장기 관점 위주.
다듬은 글
waren Buffett's birkshire hathway just released their latest form 13f and this document reveals every single move he made last quarter and gives us an update on his entire portfolio so in this video I want to look at all the moves Buffett has recently made look at his updated portfolio and also share some key takeaways I also shared these key takeaways over on Twitter SLX so be sure to follow me over there if you aren't already now let's go ahead and jump in so we can see I am on the free website datar roma.com and we are looking at warm its birkshire Hathway's entire portfolio and we can see as of right now they have 41 total Holdings and their portfolio value is currently sitting at 331 billion let's go ahead and click on activity so we can see all the recent moves made in q1 of 2024 let's go through these one by one first thing we can see is they added shares of Liberty serus XM series a and Liberty serus XM series C now these are positions already in their portfolio but the size of these positions did grow pretty significantly compared to where they previously were but if we look at the percent change to the portfolio overall they were still relatively small moves now we can see the other two companies he added shares of were chub limited which we'll talk about a little bit later in the video and then ocidental petroleum he added shares again of this oil company and then we can see he reduced slightly his CVX Chevron position he reduced his position in Louisiana Pacific Corporation he reduced his position in Sirus XM Holdings he had a big reduction in apple which we'll definitely touch on in a little bit we can see this was around a 6% change to his overall portfolio he had a large reduction in his Paramount Global position again something we'll also talk about and then he completely sold out of hpq sold 100% of that position so overall there were four positions he added Capital to five he reduced and one he sold out of completely so now if we look back at the Holdings tab we can see the portfolio actually does look a little bit different compared to the most recent quarter Apple previously was over 50% of his entire portfolio but it's now sitting at 4.81% Bank of America and American Express are both holding strong at the second and third largest positions Coca-Cola is still a major position and even though he sold some shares of Chevron this is still the fifth largest position in his portfolio we can see XO y khc That's craft hindes Moody's MCO and chub limited all still decently large positions in the portfolio and then we have Dita HealthCare Partners and City Group these are the only positions in his portfolio that make up over 1% of his portfolio everything after that is less than 1% now what I want to is look at some of the key takeaways from this most recent 13f filing this is something I posted to Twitter around 12 to 16 hours ago and people seem to like the takeaways because it's already been viewed over 100,000 times so let's go ahead and dig in now key takeaway number one is something we already touched on we just looked at the Buys in the cells let's go ahead and move to Key takeaway number two and key takeaway number two is the Paramount Global mistake and before we even dig into this let's jump over to Seeking Alpha we can see Paramount Global over the past year down around 27.8% and over over the past 5 years down almost 74% so this position has been a huge loser if we jump back over to Twitter we can see in q1 of 2022 birkshire hathway initiated this position in Paramount Global so it's a relatively new position but we can see they added Capital to this position in Q2 of 2022 Q3 of 2022 Q4 and q1 of 2023 so they continued to add new capital to this position but in Q4 of 2023 that's two quarters ago Buffett reduced his position by 32 .
44% and again it was just recently announced he reduced It Again by 88.1% again if we jump back over to the activity tab here on data Romo we can see Paramount Global reduced by 88% so they've almost completely sold all of their position in Paramount Global but they're still hanging on to a few shares now what was going on what's the reason behind this and like I just touched on past 5 years they're down 74% and down over 20% in the last year and this is actually something Buffett touched on at the birkshire hathway meeting just around a week or two ago so let's go ahead and play that clip it was 100% my decision and uh we sold it all and we lost quite a bit of money and and uh and that happens in this business too but uh actually owning Paramount um made me think even further I think I'm smarter now than I was year or two a couple years ago but I also think I'm poor because I acquired the knowled in the manner I did but uh uh if if I just want to be very clear that that a we lost money on Parma and B and I did it all by myself folks so really the key takeaway here is that Buffet selling Paramount Global at a large loss is a very simple reminder that no one is right all the time you should definitely not blindly copy other people's trades and the main reason behind this is everyone has different time Horizons risk tolerance and goal now key takeaway number three is why did they sell Apple what was the reason behind this this has been one of their largest positions for a long time now and it was quite a shock to many people when Buffett announced they had sold around 12.83% of birkshire Hathway's Apple stake now when Buffett was asked about this he stated two reasons behind the sale and the first was he indicated that the sale was actually motivated by tax considerations after substantial gains and the second point is in the current economic state of the world Buffett's pretty happy to continue to increase his cash position now with all that being said Buffett also noted that Apple will continue to be a large and likely the largest position in Burkshire hathway portfolio for a long time so this is definitely nothing to panic about again keep in mind Apple still makes up 4.81% of Buffett's entire portfolio so it's clear Buffett is still a big believer in apple now if we jump over to my profitability spreadsheet again you can download any of my spreadsheets over on ticker dat.com and also get access to the ticker data addon in Google Sheets that allows you to automatically import stock Financial straight into your spreadsheet at ticker dat.com but if we come up here plug in AAPL and hit enter and all this data will go ahead and load in now we can see over the past decade earnings per share have obviously exploded going from around $143 all the way up to $66 but here's what has some people concerned Revenue growth over the past 2 to 3 years have really slown down for this company we can see Revenue in 2021 was sitting at about 365.
billion 2022 394.455 23 we actually saw a decline from 2022 dropping to around 383.51 to 2023 actually decreased like we just saw over here then why on a per share basis did it actually increase and the reason behind this is one of the reasons a lot of people still love Apple stock and that is because they are rapidly buying back shares look how many shares they bought back over the past decade 2013 shares outstanding was sitting at 25.9 billion 2023 all the way down to 15.7 billion so this company is rapidly buying back their own shares and so this is providing a big boost to all per share metrics like earnings per share Revenue per share and free cash flow per share and so if we jump back over to the profitability spreadsheet yes Revenue has slown down and that is something to keep in mind but on a per share basis the company's still doing quite well and if we look at at the 5 and 10e revenue kager it's a little bit lower than I typically like to see it but on a net income basis they're still seeing double digit growth pretty solid for this company now if we keep moving forward and look at the fourth key takeaway we can see Warren Buffett's secret purchase was revealed over the past 6 months Warren Buffett has been adding to a secret position Warren Buffett obtained a permission from the US Securities and Exchange Commission which is the SEC to keep the holding confidential in berkshire's last two 13f filings additionally he chose not to reveal the Stock's name at the company's recent annual meeting and he also did the same thing when acquiring shares of Verizon and CVX but finally after the most recent 13f filing it was revealed that the position he had been adding to was chub limited and this is a financial company that operates in Property and Casualty Insurance and once this was announced we can see shares of CB were up nearly 8% After Hours the other day and if we jump over to Seeking Alpha we can see this position over the past year up around 31.8% over the past 5 years up around 82.6 5% and it's currently up almost 4% on the day I think it's still getting a nice little boost up after the announcement from Warren Buffett's purchase and like many of Warren Buffett's top positions we can see this company does pay a dividend has a starting yield seing about 1.36% now our fifth key takeaway is waren Buffett is still heavy on Tech and financials even after reducing his position in apple we can see Tech currently makes up around 41.370086 if we blow this chart up we can see Consumer Staples at around 11.86% energy to about 10.71% and then everything after that is relatively low services around 3% Healthcare around 1.5% and anything below that is below 1% and then our sixth key takeaway is waren Buffett still loves his dividend stocks out of Buffett's top 10 positions nine of them currently pay a dividend and this was something I decided I wanted to break down a little bit more so again using the ticker data add on Google Sheets I was able to automatically import all this finan data on Warren Buffett's portfolio and we can see again the top nine positions every single one of them pays a dividend and then finally that 10th position does not pay a dividend and out of those top 10 positions Warren Buffett owns a couple of them that are on the higher yield sign we can see khc currently has a starting yield sitting at about 4.42% and then we have CVX with a starting yield sitting at about 4.04% and then of course we also have City group and Coca-Cola with yields above 3% I'll be seing out this spreadsheet via my week newsletter so if you'd like to sign up to receive it you can do so at the link in the description so there you go those are some of the key takeaways from waren Buffett's birkshire Hathaways most recent 13f filing and again like always if you'd like to get access to any of my spreadsheets or the ticker data add-on in Google Sheets that allows you to automatically import stock Financial straight into your spreadsheet then you can head over to Ticker dat.com at the link in the description so with all that being said thank you guys so much for watching and please don't forget to like And subscribe to the channel
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