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Why belief in a 'soft landing' could be dangerous for investors

Jared Blikre
Wed, December 20, 2023 at 12:00 PM GMT+1

https://finance.yahoo.com/news/why-belie...46730.html

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49.1% of Warren Buffett's $373 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks

Anthony Di Pizio, The Motley Fool
Tue, December 19, 2023 at 12:01 PM GMT+1

Warren Buffett has led the Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) for more than 50 years. Between 1965 (when he took control of Berkshire) and 2022, the shares delivered a whopping 3,787,464% gain.

That translates to a 19.8% compound annual return, which is about twice the return of the benchmark S&P 500 index. It could have turned an investment of just $100 in 1965 into more than $3.7 million today. By comparison, the same investment in the S&P 500 at that time would have grown to just $24,700.
Buffett has a simple, but effective strategy

The simplest investment strategies are often the best. Buffett likes to buy stakes in profitable companies that are delivering steady growth, especially if they have strong management teams. He also favors companies returning money to shareholders through dividends and stock buybacks.

He combines those attributes with a long time horizon, which allows the effects of compound growth to build his portfolio's value.

Buffett certainly doesn't chase the latest stock market trends, even those as strong as artificial intelligence (AI), which whipped investors into a frenzy throughout 2023. That said, Berkshire does own several AI stocks, even if AI isn't the reason Buffett and his team originally purchased them.

Investors might be surprised to know the following three AI stocks account for a whopping 49.1% of Berkshire's $373 billion portfolio of publicly traded stocks...................

https://finance.yahoo.com/news/49-1-warr...00214.html