Investment Profile: Roll With Buffett

There are 47 books in print with Warren Buffett’s name in the title. That’s a distinction shared only by the likes of US Presidents and other world leaders. He’s widely regarded as one of the most successful investors of all time — when Buffett, the “Oracle of Omaha” speaks, others listen. As Chairman and CEO of Berkshire Hathaway he has built one of the largest US Corporations*, in addition to an estimated $67 Billion personal fortune, by investing in unseen value. If you want to get in on the action, you can Roll with Buffett by buying a piece of his company, Berkshire Hathaway, Inc.

What is this investment all about?

Berkshire Hathaway is a conglomerate holding company which is a fancy way of saying that it’s in the business of buying other companies, rather than producing any of its own goods or services.

Berkshire Hathaway has three core business strategies:

  • Operating its insurance, energy, and transportation businesses
  • Acquiring new well-managed companies that they believe will add value
  • Investing in other solid companies with a strong history of success

How does that strategy benefit investors?

Buffett and his team make investments they think will be profitable and will benefit Berkshire Hathaway shareholders. When choosing investments, they seem to follow a specific set of criteria. Berkshire likes to invest in extremely recognizable brand names with a competitive edge (think Coca Cola) that aren’t likely to be elbowed out of the consumer space anytime soon. He also likes companies whose products are simple to understand. If it makes sense to an average investor — food, diapers, razors, candy, soda — it’s fair game. Each company goes through a serious vetting process before he makes a decision. He checks under the hood and looks for a strong history of steady earnings reports. After this, he waits for the secret ingredient: the right buying opportunity. Buffett wants quality merchandise, and he wants it on sale. When the time is right, Buffett swoops in and seals the deal.

What companies does this investment include?

In total, Berkshire Hathaway wholly owns 62 companies across many different industries: insurance, utilities and energy, freight rail transportation, finance, manufacturing, service and retail, building products, and media. You’ve heard of names like Geico, Business Wire, Helzberg Diamonds, Benjamin Moore, and Dairy Queen. When you look at the companies that Berkshire chooses to invest in, you won’t find sexy, flavor of the month stocks. According to Q1’16 Reports, Berkshire’s largest equity investments include Kraft Heinz, American Express, Wells Fargo, IBM, and Coca-Cola. You’d recognize most of these companies just by their logo or marketing jingle.

Who is this investment for?

Roll with Buffett is a great investment choice for people who believe in Buffett’s investing strategy and his track record of success. If you believe that Berkshire Hathaway will continue to create value for shareholders with Buffett and his associates at the helm, Roll With Buffett might be a great addition to your portfolio.

Why did it make the cut on Stash?

Buffett is widely regarded as one of the most successful investors of all time — a bold claim, but the numbers don’t lie. Between 1964 and 2014, the S&P 500 rose 2,300%. Over the same time period and under Buffett’s direction, Berkshire’s stock price increased by 1,800,000%.

What are some other investments like this one?

If you like the idea of investing in companies with a solid track record of success, check out the following investments on Stash:

  • Delicious Dividends – companies that tend to throw cash to investors
  • Blue Chips – includes nearly 300 of America’s most well known companies
  • Money Machines – these companies are the leading players in finance

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StashInvest has no affiliation with Berkshire Hathaway, Inc. or Warren Buffett and this is not to be considered as an endorsement by Berkshire Hathaway, Inc. or Warren Buffett.