Learning from Buffett's Performance

In my last article, I looked at the stocks owned by Warren Buffett and Berkshire Hathaway and asked the question, “How Active is Buffett’s Portfolio?”. As we found out, the…

How Active is Buffett's Portfolio?

By Justin J. Carbonneau (@jjcarbonneau) —  With a $500 billion market capitalization, Berkshire Hathaway is the fifth largest company by market cap in the U.S. stock market and the majority…

Considerations in Momentum Investing

By Justin J. Carbonneau (@jjcarbonneau) —  About a week ago CNBC had a piece that broke down how much the largest, best performing stocks have contributed to the overall market’s…

How Long is Long Term in Investing?

By Justin J. Carbonneau (@jjcarbonneau) —  As investors, we are taught to try and think long term. The story goes something like this — invest in stocks, stay disciplined and…

Industries Concentrate and Investors Profit
Industries Concentrate and Investors Profit

By Justin J. Carbonneau (@jjcarbonneau) —  At Berkshire’s Hathaway’s annual meeting, Warren Buffett announced he had purchased approximately 75 million additional shares of Apple. Apple is already Berkshire’s largest holding,…