Below is a spreadsheet that highlights the changes to Bill & Melinda Gates Foundation's US long stock portfolio as of Q3
2013. Please check out our previous update to have an idea on how the portfolio is progressing:
The portfolio was largely untouched this quarter: the huge 46.90% position in Berkshire Hathaway (BRK.B) was further increased to a whopping 50.75% of the portfolio. The only other changes were a very small 0.53% of the portfolio position in Air Products & Chemicals (APD) and a marginal increase to the 1.56% of the portfolio position in BP PLC (BP).
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
The portfolio was largely untouched this quarter: the huge 46.90% position in Berkshire Hathaway (BRK.B) was further increased to a whopping 50.75% of the portfolio. The only other changes were a very small 0.53% of the portfolio position in Air Products & Chemicals (APD) and a marginal increase to the 1.56% of the portfolio position in BP PLC (BP).
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
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