Investment portfolio "Warren Buffett portfolio stocks"

Investment portfolio Warren Buffett portfolio stocks

Current Account

96 252,00 USD

Total Income

+8 017,20 USD (+9,09%)

Daily Income

0,00 USD (0,00%)

Week
Month
Year
Your portfolio +6.18%
S&P 500 +6.18%
BeatGuru +8.21%
05.04.2024 - 12.04.2024
Items
23
Market Value
96 252.00 USD
Daily Income
0.00 USD

About Portfolio

Active from 12th December 2022 Portfolio Beta 0.65 Dividend Yield +0.61%

portfolio Return

6 months +6.67% 12 months +10.98% All time +9.09%

Best deal

Amazon.com, Inc (AMZN) Date of the first transaction 25 Jan 2023 Income +96.27 %

Sort

By sectors

By industries

By assets

Portfolio structure

Total amount

96 252,00 USD

Distribution of assets by capitalization

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
CE Celanese Corpor...
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...
STOR STORE Capital C...
PARA PREMARA FINANCI...
Assets with capitalization up to 300 000 000 USD
HP Helmerich & Pay...

Distribution of stocks by sector

Large holdings manufactured goods

  1. Intel (MMM)
    23.03%
  2. Texas instrumental (AMAT)
    7.11%
  3. Tractor supply (CMI)
    8.25%
  4. Pool (POOL)
    3.03%
  5. ZM company (ROCK)
    5.24%

Placement of assets

My Assets

Large assets of type

Company
AAPL
Apple Inc
AMZN
Amazon.com, Inc
ATVI
Activision Blizzard Inc.
CHTR
Charter Communications, Inc
LSXMK
Liberty Media Corp SiriusXM C
VRSN
VeriSign Inc
ALLY
Ally Financial Inc
AON
Aon PLC
C
Citigroup Inc
CE
Celanese Corporation
CVX
Chevron Corporation
DVA
DaVita Inc
GM
General Motors Company
HP
Helmerich & Payne, Inc
KR
The Kroger Co
MA
Mastercard Incorporated
MCK
McKesson Corporation
MKL
Markel Corporation
OXY
Occidental Petroleum Corporation
STOR
STORE Capital Corporation
USB
U.S. Bancorp
V
VISA Inc.
PARA
PREMARA FINANCIAL
Profit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
26.16 % 33.76 % 21.18 154.27 24.65 20.51
5.29 % 7.53 % 4.65 17.49 55.78 22.54
24.88 % 27.37 % 5.2 11.1 11.11 22.05
8.35 % 21.97 % 5.27 38.59 365.98 6.51
9.26 % 21.68 % 3.94 8.22 27.42 7.96
54.76 % 67.38 % 35.92 - 14.44 18.13
14.35 % 12.52 % 0.53 7.68 23.39 -
19.17 % 32.65 % 7.57 57.64 65.73 18.56
13.05 % -8.83 % 0.39 4.6 36.63 -
17.92 % 7.86 % 2.72 28.89 100.51 11.43
10.97 % 10.59 % 6.49 13.29 104 6.52
5.7 % 12.16 % 5.92 38.53 133.72 9.59
5.89 % 2.03 % 2.24 14 125.98 6.33
-11.29 % -12.49 % -7.13 -18.85 0.15 9.25
1.44 % 1.99 % 6.23 20.07 208.97 8.11
44.61 % 56.19 % 22.4 167.41 26.59 29.53
0.99 % 0.8 % 3.63 - 2237.94 16.76
12.63 % 24.39 % 3.49 14.36 1184.06 -
16.62 % 18.57 % 5.09 15.54 31.78 6.26
36.46 % 56.91 % 3.14 6.14 3.17 17.52
21.09 % 21.34 % 0.82 10.2 16.68 -
53.92 % 69.06 % 15.88 46.92 16.39 23.92
-2.05 % 5.34 % 2.07 -5.37 45.48 249.81