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5 Stocks Buffett Gives the Green Light in His 2012 Letter
5 Stocks Buffett Gives the Green Light in His 2012 Letter
live (public) 0.11% May 01
We continue to look for stock ideas for the long term investor and Matt Koppenheffer summarizes the picks that Warren Buffett highlights
in his annual letter. There is nothing that can be added to what it
means to be selected by the Oracle from Omaha and probably these stocks
will have a pop from his recommendation, however, it is worth
investigating them.
- IBM (IBM) Buffett's company took a hefty stake in IBM which was driven by Buffett himself
- Wells Fargo (WFC) was one of those referenced in his statement"these holdings as partnership interests in wonderful businesses, not as marketable securities to be bought or sold based on their near-term prospects."
- Bank of America (BAC) Bank of America has been through the wringer but Buffett gives the CEO credit for nurturing a huge and attractive underlying business that will endure after the current are consigend to history.
- CSX (CSX) is a proxy for BNSF -- which Berkshire owns. So what applies to BNSF applies to CSX and they are approximately the same size
- Procter & Gamble (PG) is a proxy Matt slipped in for Coca-Cola or Wrigley which I will replace with Coke (KO) as that is what was referenced.
- Buffett notes that the simple approach of "buy commodities, sell brands" has "long been a formula for business success."
This is a list of well known names but the banks will probably
weigh down short term performance. In any case, it will be interesting
to measure
against our dividend bearing ETF portfolio:
Holdings (As of 05/01/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | IBM (International Business Machines) | 1.06% | 18.06% |
| Asset1 | WFC (Wells Fargo & Company) | 0.34% | 17.00% |
| Asset1 | BAC (Bank of America Corp) | 0.16% | 7.43% |
| Asset1 | CSX (CSX Corporation) | 0.06% | 33.53% |
| Asset1 | KO (The Coca-Cola Company) | 0.26% | 23.86% |
| CASH | CASH (CASH) | 0.0% | 0.12% |
* Day change on 05/01/2024.
Previous
Performance (As of 05/01/2024)
Since 08/05/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Stocks Buffett Gives the Green Light in His 2012 Letter | 4.1% | 17.1% | -12.7% | -4.4% | 3.0% | 8.2% |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.9% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/05/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 4.1 | 17.1 | -12.7 | -4.4 | 3.0 | 8.2 | 6.2 | 10.6 | -6.4 | -30.1 | 8.0 | 17.9 | -0.8 | 26.6 | 18.7 | -14.3 | 11.4 | 25.9 | 7.1 | 3.7 | 20.0 | 32.1 | -26.2 | 8.1 | 22.9 | 3.6 |
| Sharpe Ratio | NA | 0.25 | 1.08 | -0.41 | -0.17 | 0.07 | NA | 0.19 | 0.46 | -0.37 | -0.51 | 0.19 | 1.01 | -0.09 | 1.54 | 1.09 | -0.78 | 0.88 | 1.97 | 0.46 | 0.15 | 0.96 | 0.83 | -0.58 | 0.28 | 1.68 | 0.28 |
| Draw Down(%) | NA | 6.6 | 11.1 | 51.2 | 51.2 | 51.2 | NA | 57.5 | 11.7 | 21.6 | 47.4 | 40.7 | 13.3 | 20.5 | 8.2 | 11.5 | 20.6 | 8.1 | 8.2 | 11.3 | 17.9 | 14.6 | 35.2 | 44.5 | 11.1 | 7.6 | 3.9 |
| Standard Deviation(%) | NA | 11.7 | 12.4 | 36.4 | 34.8 | 27.8 | NA | 26.8 | 13.9 | 21.0 | 58.6 | 41.9 | 16.3 | 24.8 | 16.8 | 17.0 | 18.4 | 13.0 | 13.1 | 15.3 | 24.7 | 20.8 | 38.5 | 46.5 | 18.1 | 11.7 | 9.6 |
| Treynor Ratio | NA | 0.05 | 0.2 | -0.2 | -0.06 | 0.03 | NA | 0.22 | 0.09 | -0.11 | -0.34 | 0.07 | 0.17 | -0.15 | -23.92 | 3.67 | 0.94 | -1.18 | -4.79 | -4.47 | -0.28 | -3.09 | -1.97 | 2.17 | -0.21 | -23.8 | -1.05 |
| Alpha | NA | 0.01 | 0.01 | -0.06 | -0.05 | -0.01 | NA | 0.03 | -0.03 | 0.03 | -0.17 | -0.03 | -0.03 | 0.01 | 0.1 | 0.07 | -0.05 | 0.05 | 0.1 | 0.03 | 0.03 | 0.08 | 0.16 | -0.1 | 0.03 | 0.07 | 0.03 |
| Beta | NA | 0.59 | 0.67 | 0.74 | 0.94 | 0.7 | NA | 0.24 | 0.73 | 0.73 | 0.89 | 1.1 | 0.97 | 0.14 | -0.01 | 0.05 | -0.15 | -0.1 | -0.05 | -0.02 | -0.13 | -0.06 | -0.16 | -0.13 | -0.25 | -0.01 | -0.03 |
| RSquared | NA | 0.36 | 0.4 | 0.18 | 0.43 | 0.24 | NA | 0.03 | 0.48 | 0.7 | 0.06 | 0.83 | 0.55 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.05 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.38 | 1.61 | -0.43 | -0.19 | 0.08 | NA | 0.24 | 0.64 | -0.51 | -0.53 | 0.25 | 1.37 | -0.12 | 2.66 | 1.56 | -1.06 | 1.22 | 2.94 | 0.7 | 0.2 | 1.37 | 1.24 | -0.8 | 0.38 | 2.58 | 0.42 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
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