Warren Buffett's Berkshire stock hits a new high, with a market capitalization exceeding 1 trillion dollars! The perfect birthday present for Mr. Buffett!?

"Investing God" Warren Buffett led $Berkshire Hathaway-A (BRK.A.US)$On the 28th, surpassing 1 trillion dollarsand become the 9th company in the world to achieve a market capitalization of 1 trillion dollarsbecame. Berkshire's market capitalization has increased by over 218 billion dollars this year, and this increase amount is $American Express (AXP.US)$, $McDonald's (MCD.US)$, $Cisco (CSCO.US)$, $Wells Fargo & Co (WFC.US)$It is higher than the market capitalization of other companies such as sell. In addition,August 30th is Buffett's birthdayAchieving a market capitalization of 1 trillion dollars is significant for Mr. Buffett.would be.would.

Eight other companies, including seven high-tech companies in the US stock market, have already achieved or temporarily achieved this milestone. $NVIDIA (NVDA.US)$, $Microsoft (MSFT.US)$, $Apple (AAPL.US)$, $Amazon (AMZN.US)$, $Meta Platforms (META.US)$, $Alphabet-C (GOOG.US)$, $Tesla (TSLA.US)$Saudi Aramco, the state-owned oil giant in Saudi Arabia, is also included.

One of the reasons for Berkshire's high performance is its investment in popular stocks. In the energy sector, Berkshire holds a large number of shares. $Occidental Petroleum (OXY.US)$In the financial services sector, $Chubb Ltd (CB.US)$, $American Express (AXP.US)$, $Visa (V.US)$, $Bank of America (BAC.US)$, $Citigroup (C.US)$I have a large amount of shareholdings. Recently, I disclosed a list of holdings as of the end of June 2024. I hold shares of Apple and Bank of America.On the other hand, I significantly reduced my holdings of Apple and Bank of America.Meanwhile, I experienced a sharp decline in the shares of the cosmetic retail industry this year. $Ulta Beauty (ULTA.US)$0.69 million shares.Newly acquired.

Berkshire Hathaway covers a wide range of industries such as insurance, energy, manufacturing, and consumption through its huge scale and extensive investment portfoliocovering a wide range of industries. In addition, the company hasa solid financial performance.Prioritizing shareholder returns.Therefore, it is considered a representative of value stocks in the US stock market.Berkshire is the largest constituent of the S&P 500 Value Index ETF-iShares () and the Russell 1000 Value Index ETF-iShares ( $iShares S&P 500 Value ETF (IVE.US)$) in the US stock market. $Ishares Russell 1000 Value Etf (IWD.US)$The largest constituent stock.being a company, is the largest constituent of the index.(/iShares)These value type ETFs have movements similar to Berkshire shares..

バークシャー・ハサウェイは単なる株式ではなく、保険、エネルギー、運輸、製造、小売、テクノロジーなど、さまざまな分野にまたがる事業のコングロマリットである。この多様化とバフェット氏のバリュー投資の原則が相まって、同社は経済的な荒波を乗り切り、チャンスが訪れたときにそれを最大限に生かすことができる。また、バークシャーの子会社には、Geico、BNSF Railway、Dairy Queen、Duracell、およびFruit of the Loomといった有名な企業が含まれている。これらの事業は安定したキャッシュフローto generate and provide funding to Berkshireto invest in other companies and repurchase its own sharesis doing.

バークシャーの長期にわたるパフォーマンスは、その卓越したバリュー・プロポジションを裏付けている。1965年以来、同社の1株当たりの市場価値は年率19.8％で成長しており、S&P 500種株価指数の9.9%（配当込み）を大幅に上回っている。今年に入ってからも、バークシャーの株価は27％の上昇を記録しており、S&P500の17.8％の上昇を大きく上回っている。さらに、Appleなどの主要保有株の売却と、バフェット氏が現在の株価バリュエーション（特に米国）に対して慎重な姿勢をとっていることを考えると、この市場を打ち負かすパフォーマンスは特に注目に値する。