Date post: | 21-Apr-2017 |
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How Warren Buffett’s Stocks Performed In 2015
• As of Sept. 30, 2015, Berkshire Hathaway owned 46 different common stocks.
• Here’s a look at how the 20 largest stock positions performed in 2015, in order
from the best performers to the worst.
1. VeriSign (NASDAQ: VRSN)
• Although it was the top performer of 2015, VeriSign has lost 15% of its value in January 2016.
2015 Total Return: 52.8%
2. Visa (NYSE: V)
• In contrast to rivals, Visa was able to grow its net income by 12% year over year.
2015 Total Return: 17.9%
Flickr user reynermedia
3. Charter Communications (NASDAQ: CHTR)
• In 2015, Charter entered a deal to merge with Time Warner Cable.
2015 Total Return: 10.0%
Source: Wikipedia user Dwight Burdette
4. AT&T (NYSE: T)
• Much of AT&T’s 2015 return came from its dividend, which is over 5%.
2015 Total Return: 7.4%
Flickr user Mike Mozart
5. Moody’s Corp. (NYSE: MCO)
• Buffett loves Moody’s for its industry’s high barrier to entry and relatively low debt levels.
2015 Total Return: 6.0%
6. Coca-Cola (NYSE: KO)
• Buffett loves Coca-Cola for its easy-to-understand business model, and once said that a “ham sandwich” could run the company.
2015 Total Return: 5.3%
Wikipedia user Ben Franske
7. Verizon Communications (NYSE: VZ)
• Like AT&T, much of Verizon’s return comes from its high dividend.
2015 Total Return: 3.2%
Flickr user Mike Mozart
8. General Motors (NYSE: GM)
• If low oil prices persist, GM’s high-margin trucks and SUVs could get a sales boost.
2015 Total Return: 1.7%
Wikipedia user Thesupermat
9. Phillips 66 (NYSE: PSX)
• One of the few oil stocks in positive territory for 2015, Phillips actually benefits from low oil prices.
2015 Total Return: 1.6%
Flickr user Mike Mozart
10. Kraft Heinz (NYSE: KHC)
• This figure only reflects about six months’ performance.
• The company was formed in mid-2015 from the merger of H.J. Heinz and Kraft Foods.
2015 Total Return: 0.4%
Flickr user Mike Mozart
11. Wells Fargo (NYSE: WFC)
• A longtime favorite of Buffett, Wells Fargo was dragged down by the weakness of the financials sector in 2015.
2015 Total Return: -2.4%
Wikipedia user XnatedawgX
12. US Bancorp (NYSE: USB)
• US Bancorp is consistently one of the most profitable and efficient banks in the United States, but it suffered from the same industry-wide headwinds that affected Wells Fargo.
2015 Total Return: -2.6%
Wikipedia user Ricardo630
13. Precision Castparts (NYSE: PCP)
• Precision Castparts was down significantly in 2015 until Berkshire announced it was buying the entire company.
2015 Total Return: -2.6%
14. Goldman Sachs (NYSE: GS)
• Buffett bought shares of Goldman Sachs after the financial crisis hit.
• Despite this year’s loss, Buffett’s investment has produced excellent returns.
2015 Total Return: -6.1%
15. DaVita HealthCare Partners (NYSE: DVA)
• The aging U.S. population should be a driver of growth for DaVita over the long term.
2015 Total Return: -8.1%
16. Procter & Gamble (NYSE: PG)
• Procter & Gamble has a wide variety of brands that are well-known around the world.
• Currency headwinds contributed to the poor 2015 performance.
2015 Total Return: -9.3%
17. Deere & Co. (NYSE: DE)
• Challenging global economic conditions have eroded demand for Deere’s machinery.
2015 Total Return: -11.1%
Wikipedia user Stephan Trebs
18. IBM (NYSE: IBM)
• The strong U.S. dollar and weak Chinese market contributed to a 12% revenue decline in 2015.
2015 Total Return: -12.3%
Flickr user Patrick
19. American Express (NYSE: AXP)
• 2015 was a rough year for Amex. The company lost its partnership with Costco as well as a major legal ruling about its merchant relationships.
2015 Total Return: -24.2%
Marcus Quigmire via Wikipedia
20. Wal-Mart (NYSE: WMT)
• The worst Dow stock of 2015, Wal-Mart is struggling to create decent growth.
2015 Total Return: -26.7%
Wikipedia user Sven
• As you can see, Buffett’s stock portfolio did not have a great year in 2015, due to
the poor performance of some of its largest holdings.
• In fact, 2015 was a rare year when Berkshire underperformed the market in
a down year for the S&P 500.
• Most of Buffett’s stocks were affected by the same things that plagued the overall stock market.
• Strong U.S. dollar• Challenging global economic environment• Low interest rates (banks)
• However, some of his largest holdings (like American Express) faced company-specific
headwinds that combined to cause the portfolio as a whole to underperform the market.
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