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...The results are not flattering: Combs and Weschler are trailing both Buffett and the S&P 500....
...Berkshire started to pare its holdings in Apple in late December, selling roughly 10mn shares....
...Since 2010, Buffett sold his entire holdings in 63 positions with an average hold time of four years and three months. Combs and Weschler exited 48 stocks, holding for just two years and 10 months....
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...State Street Global Advisors’ SPDR S&P 500 Ucits ETF has attracted €2.7bn in net inflows over the three months since its fee was cut to 0.03 per cent in November last year....
...Morgan Securities plc, which conducts its UK investment banking activities as J.P. Morgan Cazenove (“J.P....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...By this measure, model portfolio assets rose 48 per cent from $286bn to $424bn in the two years to June 2023, a period during which the S&P 500 was broadly flat....
...Bluebell does not publicly disclose its holdings, but co-founder Giuseppe Bivona said BlackRock is one of the largest of its 10 to 15 concentrated positions....
...Experience-based spending — particularly travel — is holding up....
...Owning 50 shares at $2 apiece is no different to holding 100 shares at $1 each — or, in the case of Chipotle, one at $2,900 versus 50 at $58. Nor does it do anything to performance....
...S&P Global considers CVR an important part of its calculation of the conglomerate’s indebtedness....
...Three Nasdaq-listed companies, Nano Dimension, Ehang Holdings and Canaan, appear in the S&P data as having short interest that’s a multiple of the shares outstanding. This is hypothetically possible....
...Since 1964, Berkshire shares have returned 4.4mn per cent, far outstripping the 31,233 per cent gain by the benchmark S&P 500....
...The S&P 500 has hit multiple record highs over the past month, while the tech-dominated Nasdaq Composite was within touching distance of its own record this week....
...The company spent billions of dollars acquiring truck-stop operator Pilot Flying J and insurance conglomerate Alleghany in recent years, adding them to a portfolio that includes ice cream purveyor Dairy...
...This is an under-owned asset class and you can access it via local currency ETFs from the likes of iShares (iShares J.P. Morgan EM Local Government Bond UCITS ETF, ticker SEML)....
...Additional reporting by George Russell in Hong Kong and Harriet Clarfelt in New York Letter in response to this article: It’s no surprise that ESG investment ratings unravel / From J Richard Finlay, Founder...
...According to S&P Global, in the first nine months of 2023 global private equity investments had an aggregate value of $365.3bn, a decline of 44 per cent year over year....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...The MSCI China index is set to finish the year down more than 17 per cent, compared to a rise of more than 24 per cent for the S&P 500 in the US....
...Christopher Rossbach, chief investment officer of longtime Berkshire shareholder J Stern & Co, said investors would have to wait to see whether the executives who have worked side-by-side with the two men...
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