Warren Buffett

Berkshire Hathaway

Annualized Return

10-Year Compound Annual Growth Rate

7.9%

10-Year ROI

10-Year Cumulative Return on Investment

113%
S&P 500 Index
Annualized
Return
5.9%
10-Year
ROI
77%

Current Holdings

Ticker Company Portfolio Weight P/E Fwd P/E PEG P/S P/B

Who is Warren Buffett?

Warren Buffett (born 1930) is an American business magnate, investor, and philanthropist. He is considered to be the most successful investor in the world. Buffett is chairman, CEO, and largest shareholder of Berkshire Hathaway, a multinational conglomerate holding company based in Nebraska. Buffett is in the top 3 of wealthiest people in the world and is worth $64.7 billion. He pledged to give away 99% of his fortune to philanthropic causes. Buffett grew up in an upper-class neighborhood and loved one thing, making money.

Investment Style

“Value”, “Blue Chips”, “Passive”, “Buy and Hold”

Warren Buffett buys “wonderful companies at fair prices”. He is a passive “buy and hold” type of investor. Buffett buys undervalued blue chip stocks with relatively simple business models. He avoids technology stocks, gold, and commodities as he claims they are either too risky or impossible to predict. Rather, Buffett likes large companies that will be around forever. He invests in low PE and high dividend yielding stocks and emphasizes the importance diversification and compounding.