Here are the biggest winners. | spcilvly

At 93 years old, Warren Buffett remains a stalwart in the world of investing and has earned recognition as one of the most successful stock investors in history.

His long-standing value investing strategy, characterized by identifying blue-chip companies at reasonable market prices and holding them for the long term, has delivered notable results.

Over the past five years, Buffett’s portfolio continued to generate substantial returns, outperforming even the largest US stock indexes.

Buffett’s 5-Year Portfolio Performance and His Biggest Winner

Since 2018, the value of Warren Buffett’s portfolio has increased 60%, notably more than the 49% gains recorded by the S&P 500 index during the same period, according to the stock-trading guru. Gurgavin’s calculations.

Unsurprisingly, Apple (NASDAQ: AAPL) is by far Buffett’s largest holding, with a portfolio weight of 51%. Given that it captures more than half of his portfolio, blue-chip stocks were likely the key factor behind Buffett’s stock gains.

Over the past five years, AAPL’s value has skyrocketed more than 200%, going from $56 a share in October 2018 to the current share price of $172.40.

AAPL share price increase since October 2018. Source: Finbold

This is about 12% less than its all-time high reached in July 2023, suggesting there is more room for growth for the tech giant’s stock once macroeconomic conditions become more favorable.

Buffett’s Other Stock Holdings and Their Performance

According to Gurgavin, other stocks capturing a notable percentage of Buffett’s portfolio include Bank of America (NYSE: BAC) with 8.5%, American Express (NYSE: AXP) with 7.6%, Coca-Cola (NYSE : KO) with 7%, and Chevron (NYSE:CVX) with 5.5%.

The legendary stock investor also allocated a sizable portion (4%) of his portfolio to energy company Occidental Petroleum (NYSE: OXY), a stock he aggressively bought during the oil market boom following the Russian invasion of Ukraine last year.

Additionally, other notable portfolio holdings include Kraft Heinz (NASDAQ: KHC) at 3% and Moody’s (NYSE: MCO) at 2.4%.

Among them, those that generated the highest returns in the last five years are Moody’s, Chevron and Coca-Cola, with increases of more than 90%, 33% and 19%, respectively.

Moody’s share price has risen since October 2018. Source: Finbold

On the other hand, the companies that recorded a negative stock performance during that period are Bank of America, Occidental and Kraft Heinz, with -14.2%, -23.2% and -40.7%.

Buy stocks now with Interactive Brokers, the most advanced investment platform

Disclaimer: The content of this site should not be considered investment advice. The investment is speculative. When investing, your capital is at risk.

Leave a Reply

Your email address will not be published. Required fields are marked *