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⚡️📊 NEWS - Here's the new composition of the portfolio of Warren Buffett's Berkshire Hathaway company, following its purchases and sales in the first quarter,

The pattern is the same as for many 'super investors':

- A very large part (75%) of the portfolio spread over a few stocks (6).

- The rest is made up of lots of small stocks (Visa, Mastercard, Amazon, Moody's etc.).

As Buffett himself says: "Over-diversification is only a protection against ignorance; it makes no sense to someone who knows what he's doing."

Portfolio size: $259 billion

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reiartur 7mo ago

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