Berkshire Hathaway Portfolio Tracker (2024)

FAQs

What if you invested $10,000 in Berkshire Hathaway? ›

Berkshire Hathaway over the past 30 years

However, Berkshire has continued to deliver market-beating performance. A $10,000 investment 30 years ago in Berkshire Hathaway would be worth $377,000 today. That's a 12.8% annualized return -- still well above the long-term average of the S&P 500.

Berkshire Hathaway has kept cash on its balance sheet at an average of 13% of assets since 1997, according to Bloomstran. Another way to look at Berkshire Hathaway's cash position is to measure it against the firm's market valuation, which paints a similar picture.

In 2024, for instance, Berkshire Hathaway's shares have outperformed the sizzling S&P 500, and historically, the company has delivered returns in excess of the broader market by around 8 percentage points per year.

Berkshire Hathaway (BRK-A, BRK-B)

The last one on the list of recession-proof stocks is Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B). Currently, most of Warren Buffett's holdings are in massive blue-chip stocks that should weather any economic environment.

Answer: $1,000 invested today at 6% interest would be worth $1,060 one year from now. Let us solve this step by step.

Warren Buffett is building a cash pile as he probably can't find anything worth buying, and may be bracing for a tempest to hit, says Steve Hanke.

As Warren Buffett' and's Berkshire Hathaway sits on a record $189 billion in cash reserves, individual investors who share the same cautious sentiment have several options to generate income while waiting for the right opportunity to invest in stocks.

Combined with the more affordable price and higher trade volume, you have a better shot of buying the Berkshire Hathaway B share. If you think there's different ownership types between A share and B shares, you're incorrect. With A shares, you have a higher number of shares, or ownership compared to B shares.

What is the 10 year return for Berkshire Hathaway? ›

Ten Year Stock Price Total Return for Berkshire Hathaway is calculated as follows: Last Close Price [ 405.19 ] / Adj Prior Close Price [ 127.73 ] (-) 1 (=) Total Return [ 217.2% ] Prior price dividend adjustment factor is 1.00.

It owns a variety of well-known private businesses, such as GEICO, and also has minority interests in public companies, such as Apple. Risks of being a Berkshire investor include issues of regulatory challenges and being a conglomerate, as well as the performance of successors when Warren Buffett retires or dies.

Berkshire Hathaway B's analyst rating consensus is a Strong Buy.

Warren Buffett is the largest holder of Berkshire Hathaway (NYSE: BRK. A)(NYSE: BRK.B) stock. He owns around 227,416 shares of Class A stock, and 276 shares of Class B stock. These stakes combine for a value of roughly $136 billion, representing a 31.6% voting interest in the company.

Anyone can invest in Berkshire Hathaway if they have enough money to buy at least one Class B share (about $360 in late 2023). For comparison, hedge funds are open only to accredited investors, meaning those with a high income or net worth and who can meet the fund's minimum investment, which can be $1 million or more.

Fair Value Estimate for Berkshire Hathaway

With its 4-star rating, we believe Berkshire Hathaway's stock is undervalued compared with our long-term fair value estimate of $427 per Class B share, which is equivalent to 1.45 times our estimate of the firm's book value per share at the end of 2024 and 1.35 times for 2025.

It owns a variety of well-known private businesses, such as GEICO, and also has minority interests in public companies, such as Apple. Risks of being a Berkshire investor include issues of regulatory challenges and being a conglomerate, as well as the performance of successors when Warren Buffett retires or dies.

Despite being a large, mature, and stable company, Berkshire Hathaway does not pay dividends to its investors. Instead, the company chooses to reinvest retained earnings into new projects, investments, and acquisitions.