Warren Buffett's strategy emphasizes holding stocks forever, yet he sold over half of his Apple position this year, indicating a shift in approach.
Berkshire Hathaway reached a $1 trillion valuation, demonstrating its strength, yet Buffett continues to hold 25% of the portfolio in cash, reflecting current market caution.
Despite Berkshire Hathaway’s size, six companies make up 72% of its portfolio, showcasing a concentrated investment strategy that may offer both opportunity and risk.
Berkshire Hathaway's financial sector holdings performed excellently in the first half of the year, contrasting with previous periods where the sector lagged, revealing market dynamics.
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