Investment portfolio "Warren Buffett portfolio stocks"
Portfolio Warren Buffett portfolio stocks
Current Balance
1 000,00 USD
Capital Gains
+29 540,00 USD (+29,54%)
Daily Income
0,00 USD (0,00%)
01.03.2025 - 08.03.2025
About Portfolio
Active from 12th December 2022
Portfolio Beta 0.64
Dividend Yield on Cost
+0.65%
Total Returns Annually
+14.60%
Price Returns
6 months
+13.52%
12 months
+15.06%
All Time
+29.54%
Price Returns Annually
+13.95%
Best Deal
Amazon.com, Inc (AMZN)
Date of the first transaction
25 Jan 2023
Price Returns
+106.86
%
Diversification
Sectors
Industries
Assets
Portfolio Structure
Total Amount
1000 USD
Market Cap
Assets with capitalization 10 000 000 001 USD and higher
AAPL
Apple Inc
AMZN
Amazon.com, Inc
ATVI
Activision Bliz...
CHTR
Charter Communi...
VRSN
VeriSign Inc
ALLY
Ally Financial...
AON
Aon PLC
C
Citigroup Inc
CVX
Chevron Corpora...
DVA
DaVita Inc
GM
General Motors...
KR
The Kroger Co
MA
Mastercard Inco...
MCK
McKesson Corpor...
MKL
Markel Corporat...
OXY
Occidental Petr...
USB
U.S. Bancorp
V
VISA Inc.
Assets with capitalization 2 000 000 001 USD - 10 000 000 000 USD
LSXMK
Liberty Media C...
CE
Celanese Corpor...
STOR
STORE Capital C...
PARA
PREMARA FINANCI...
Assets with capitalization up to 300 000 000 USD
HP
Helmerich & Pay...
Diversification by Sectors
Large Holdings manufactured goods
-
Intel (MMM)23.03%
-
Texas instrumental (AMAT)7.11%
-
Tractor supply (CMI)8.25%
-
Pool (POOL)3.03%
-
ZM company (ROCK)5.24%
Assets Diversification
My Assets
Large Assets of type
Company
AAPL
Apple IncAMZN
Amazon.com, IncATVI
Activision Blizzard Inc.CHTR
Charter Communications, IncLSXMK
Liberty Media Corp SiriusXM CVRSN
VeriSign IncALLY
Ally Financial IncAON
Aon PLCC
Citigroup IncCE
Celanese CorporationCVX
Chevron CorporationDVA
DaVita IncGM
General Motors CompanyHP
Helmerich & Payne, IncKR
The Kroger CoMA
Mastercard IncorporatedMCK
McKesson CorporationMKL
Markel CorporationOXY
Occidental Petroleum CorporationSTOR
STORE Capital CorporationUSB
U.S. BancorpV
VISA Inc.PARA
PREMARA FINANCIALProfit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
24.3
%
34.46
%
22.52
136.52
25.97
26.05
9.29
%
11.29
%
7.44
24.29
60.92
17.42
24.88
%
27.37
%
5.2
11.1
11.11
22.05
9.23
%
24.61
%
5.56
34
385.05
6.96
9.42
%
19.52
%
3.94
8.28
27.43
6.9
50.45
%
66.72
%
41.92
-
15.88
21.07
9.9
%
13.44
%
0.35
4.85
22
-
16.91
%
39.67
%
6.62
95.64
74.26
18.95
17.77
%
23.49
%
0.54
6.18
37.53
-
-14.81
%
7.6
%
2.75
-22.89
94.08
35.65
9.03
%
11.39
%
5.62
11.27
108.05
6.33
7.31
%
13.74
%
7.15
51.74
150.79
8.24
3.21
%
2.5
%
2.88
8.91
168.11
6.98
-11.29
%
-12.49
%
-7.13
-18.85
0.15
9.25
1.85
%
1.99
%
5.36
23.06
207.88
8.09
45.71
%
56.32
%
22.72
190.56
30.45
30.87
0.82
%
1.31
%
5.24
-
2674.3
17.96
16.53
%
15.5
%
3.97
17.26
1276.85
-
11.6
%
12.19
%
4.12
8.93
29.31
6.02
36.46
%
56.91
%
3.14
6.14
3.17
17.52
25.1
%
35.01
%
0.94
11.02
16.09
-
54.27
%
68.67
%
16.71
51.19
19.66
26.67
-21.19
%
2.67
%
3.17
-30.95
44
23.71
BeatStart