Investment portfolio "Warren Buffett portfolio stocks"
Investment portfolio Warren Buffett portfolio stocks
Current Account
1 000,00 USD
Total Income
+10 320,00 USD (+10,32%)
Daily Income
0,00 USD (0,00%)
27.04.2024 - 04.05.2024
Week
Month
Year
Your portfolio
+6.18%
S&P 500
+6.18%
BeatGuru
+8.21%
27.04.2024 - 04.05.2024
About Portfolio
Active from 12th December 2022
Portfolio Beta 0.66
Dividend Yield
+0.61%
portfolio Return
6 months
+4.45%
12 months
+15.5%
All time
+10.32%
Best deal
Amazon.com, Inc (AMZN)
Date of the first transaction
25 Jan 2023
Income
+93.35
%
Sort
By sectors
By industries
By assets
Portfolio structure
Total amount
97 339,80 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
-
Intel (MMM)23.03%
-
Texas instrumental (AMAT)7.11%
-
Tractor supply (CMI)8.25%
-
Pool (POOL)3.03%
-
ZM company (ROCK)5.24%
Placement of assets
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
26.16
%
33.76
%
21.18
154.27
24.65
20.28
6.38
%
10.68
%
5.95
20.31
57.13
22.21
24.88
%
27.37
%
5.2
11.1
11.11
22.05
8.5
%
22.62
%
5.31
37.59
370.45
6.49
9.26
%
21.68
%
3.94
8.22
27.38
7.88
55.06
%
67.37
%
36.52
-
14.78
17.74
12.42
%
10.16
%
0.44
6.36
22.68
-
19.04
%
38.67
%
6.92
176.13
67.29
18.41
11.48
%
25.54
%
0.33
3.91
36.24
-
17.92
%
7.86
%
2.72
28.89
100.51
11.24
10.52
%
13.96
%
6.49
13.29
103.66
6.41
5.7
%
12.16
%
5.92
38.53
133.72
9.53
6.13
%
8.88
%
2.47
14.43
134.13
6.29
-11.29
%
-12.49
%
-7.13
-18.85
0.15
9.25
1.44
%
1.99
%
6.23
20.07
208.97
7.97
44.61
%
56.19
%
22.4
167.41
26.59
29.35
0.99
%
0.8
%
3.63
-
2237.94
16.75
15.28
%
33.99
%
4.05
17.08
1230.52
-
16.62
%
18.57
%
5.09
15.54
31.78
6.25
36.46
%
56.91
%
3.14
6.14
3.17
17.52
20.08
%
33.99
%
0.74
9.28
16.23
-
53.87
%
66.56
%
16.02
46.53
16.91
23.95
-0.15
%
11.1
%
2.64
-2.9
46.07
246.82
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