Today, I'm going to look at three of the biggest portfolio managers in the world and what they're holding in their portfolios. Each of these three billionaire investors have over half of their portfolios in just three stocks.
Warren Buffett
Everyone it seems has heard of Warren Buffett, the legendary investor from Omaha. I'll be looking at Mr. Buffett's Berkshire Hathaway holdings and his top three stocks and comparing them with the Trade Triangle signals.
Here are Mr. Buffett's (Berkshire Hathaway) top three holdings as of today:
Well Fargo & Company (NYSE:WFC) represents 22.64% of portfolio
The Coca-Cola Company (NYSE:KO) represents 15.75% of portfolio
American Express Company (NYSE:AXP) represents 13.37% of portfolio
These three stocks represent over 51% of Mr. Buffett's portfolio which is valued at over $105 billion.
Carl Icahn
Next, I'll look at Carl Icahn, who always seems to be on the move and in the news, pushing stocks one way or the other.
Carl Icahn's portal portfolio is valued at just over $30 billion. The top three stocks in Mr. Icahn's portfolio are:
Icahn Enterprises L.P. (NASDAQ:IEP) represents 32.44% of portfolio
Apple Inc. (NASDAQ:AAPL) represents 15.07% of portfolio
CVR Energy Inc. (NYSE:CVI) represents 10.55% of portfolio
The above three stocks represent over 58% of Mr. Icahn’s portfolio.
Bill Ackman
Lastly, I'll take a look at Bill Ackman, who manages Pershing Square Capital and see what's in his portfolio.
Mr. Ackman manages a portfolio worth approximately $9 billion. Let's take a look at the top three holdings in his portfolio:
Allergan Inc (NYSE:AGN) represents 32.44% of portfolio
Air Products & Chemicals Inc. (NYSE:APD) represents 20.96% of portfolio
Canadian Pacific Railway Limited (NYSE:CP) represents 20.04% of portfolio
These three stocks represent a whopping 73% of Pershing Square's Portfolio. Mr Ackman's philosophy is bet big.
So far in 2014, Mr. Ackman's portfolio is up over 37%, followed by Mr. Ichan with a gain of 20%, followed by Mr. Buffet's Berkshire Hathaway with a gain of 12%. Compare this to a yearly gain of 16.47% for the S&P 500 and you can see how these billionaire managers get paid the big bucks.
In today's video, I'll be looking at all of these stocks using our Trade Triangle technology to see just where you would've gotten into the stocks. I think you'll find today's video very interesting, as it will show you that you have just as much opportunity as these billionaire investors using the MarketClub approach.
Every success with MarketClub,
Adam Hewison
President, INO.com
Co-Creator, MarketClub
