At 93 years of age, Warren Buffett remains a stalwart in the world of investing, earning recognition as one of the most successful stock investors in history.
His enduring strategy of value investing, characterized by identifying top-notch companies at reasonable market prices and holding onto them for the long haul, has yielded remarkable results.
In the past five years, Buffett’s portfolio continued to deliver substantial returns, outperforming even the biggest US stock market indices.
Buffett’s portfolio’s 5-year performance and its biggest winner
Since 2018, the value of Warren Buffett’s portfolio has increased by 60%, notably higher than the 49% gains recorded by the S&P 500 index over the same period, according to stock trader guru Gurgavin’s calculations.
Unsurprisingly, Apple (NASDAQ: AAPL) is Buffett’s by far the biggest holding, with a portfolio weighting of 51%. Given that it captures more than half of his portfolio, the blue-chip stock was likely the key driver behind Buffett’s stock market gains.
Over the past 5 years, AAPL’s value soared by more than 200%, surging from $56 apiece in October 2018 to today’s price per share of $172.40.
That is around 12% lower than its all-time high reached in July 2023, suggesting there is more growth room for the tech giant’s shares once macroeconomic conditions become more favorable.
Other Buffett’s stock holdings and their performance
According to Gurgavin, other stocks that capture a notable percentage of Buffett’s portfolio include Bank of America (NYSE: BAC) at 8.5%, American Express (NYSE: AXP) at 7.6%, Coca-Cola (NYSE: KO) at 7%, and Chevron (NYSE: CVX) at 5.5%.
The legendary stock investor also allocated a considerable portion (4%) of his portfolio to the energy company Occidental Petroleum (NYSE: OXY) – a stock he aggressively bought during the oil market boom after Russia’s invasion of Ukraine last year.
Among those, the ones that delivered the biggest returns in the past 5 years are Moody’s, Chevron, and Coca-Cola, surging more than 90%, 33% and 19%, respectively.
On the other hand, companies that registered a negative stock performance during that period are Bank of America, Occidental, and Kraft Heinz, at -14.2%, -23.2%, and -40.7%.
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