This time of year, as shareholders of Berkshire Hathaway make the pilgrimage to Nebraska to hear from the Oracle of Omaha in person at the company's May 6 annual meeting, we like to check on Berkshire's diverse investment portfolio. We're able to do that via the documents that the company is required to file each quarter with the Securities and Exchange Commission. The latest batch of filings show what chairman and CEO Warren Buffett, or his co-portfolio managers Ted Weschler and Todd Combs, were buying and selling at the end of 2022, providing some insight into what the greatest investor of all time might be thinking.
Buffettologists-and the rest of the market-got something of a shock when the latest portfolio moves came to light. Berkshire sold off most of its stake in TAIWAN SEMICONDUCTOR MANUFACTURING in the fourth quarter. Given that Buffett (or his co-managers) had initiated the Taiwan Semiconductor stake only a quarter earlier, it's understandable if investors-especially any who copied the move-now have a brutal case of whiplash.
After all, Buffett is famous for saying that his favorite holding period for a stock is "forever." When Berkshire Hathaway revealed that it had bought 60.1 million shares of Taiwan Semiconductor in the third quarter of 2022, it was only natural for people to assume it was a long-term bet on the world's largest pure-play semiconductor foundry.
Esta historia es de la edición May 2023 de Kiplinger's Personal Finance.
Comience su prueba gratuita de Magzter GOLD de 7 días para acceder a miles de historias premium seleccionadas y a más de 9,000 revistas y periódicos.
Ya eres suscriptor ? Conectar
Esta historia es de la edición May 2023 de Kiplinger's Personal Finance.
Comience su prueba gratuita de Magzter GOLD de 7 días para acceder a miles de historias premium seleccionadas y a más de 9,000 revistas y periódicos.
Ya eres suscriptor? Conectar
HOW INFLATION ADJUSTMENTS WILL AFFECT YOUR TAXES
We looked at IRS rules for 2025 on everything from tax brackets to how much you can save in retirement accounts.
GUARD AGAINST IDENTITY THEFT IN THE NEW YEAR
Scammers are getting better at impersonating legitimate businesses.
SHOULD YOU BUY PET HEALTH INSURANCE?
You can fend off big veterinary bills with a policy that covers your furry companion.
THE LOWDOWN ON BUYING A VACATION HOME
If you return to a beloved destination again and again, purchasing a home there may be a smart move-but don't overlook the costs and effort that go into it.
HOW COUPLES CAN MANAGE DIFFERING RETIREMENT TIME LINES
Staggered retirement is increasingly common, but it can create financial and emotional challenges.
AVOID THESE CREDIT MISSTEPS
KIPLINGER ADVISOR COLLECTIVE
WHAT YOU NEED TO KNOW ABOUT WORKING FOR YOURSELF
Whether you're looking for a side gig or planning to start your own business, it has never been easier to strike out on your own.
My Top 10 Stock Picks for 2025
SINCE 1993, I have offered an annual list of 10 stocks with the potential to beat the market in the 12 months ahead. My 2024 selections notched the highest return ever: an average of 48.9%. I beat the S&P 500 index by 10.8 percentage points, and every one of my stocks was up-six by more than 30%.
WHAT MAKES AN ETF SUCCESSFUL?
EXCHANGE-traded funds have exploded in popularity, with the industry now reaching the milestone of $10 trillion in assets.
TIPS FROM INSIDERS
When corporate insiders buy or sell, it can offer clues on whether you should do the same.
