- The collapse of the stock market President Donald Trump’s global tariff brought Warren Buffett’s movements over the past year to a new light, confirming his warning amid the bull market that was once serrated. His decision last year to get rid of most of the Hathaway Berkshire apple The stocks now look particularly good.
Berkshire Hathaway It seems that the Chairman and CEO of Warren Buffett over the past year appears to be good at the timing of the collapse of the stock market caused by President Donald Trump’s global tariff.
In the last two commercial sessions alone, the S&P 500 index decreased by 10 %, and the wide market index decreased by 17 % from the mid -February summit. At the same time, heavy technology Nasdak And the small Russell 2000 in the bear market, after more than 20 % of its last highest levels decreased.
Since Trump“Liberation Day”On Wednesday’s announcement, American stocks lost more than 6 trillion dollars in the market in the worst sales from the first days of the Covid-19 in 2020, Wall Street prices in the American recession caused by customs tariffs.
but Puffett seems to expect a shrinkage in the market at. Berkshire sold $ 134 billion of stocks in 2024 – when the emerging market was still ready – and was sitting on a record number of 334 billion dollars in the end of the year. This is twice nearly a year ago and more than $ 272 billion volatile stock portfolio.
The famous value investor also complained for years that the assessments were very high and stopped using his money on the main acquisitions due to the lack of deals.
Most of Berkshire’s money is in short -term cabinet bonds, which not only offers shelter from the storm, but also the library also provides an arranged gain that I noticed in Buffett in its latest. A message to the shareholders.
He wrote in February: “We have helped obtain great gains that are predicted in investment income with the improvement of the revenues of the Treasury, and we have increased our property significantly from these short liquid securities,” he wrote in February.
In addition to what he bought, what he sold also stands out, given the market collapse.
Last year, Berkchire reduced its Apple’s share by about two -thirds, and it represents the largest part of the company’s stock sales, although the iPhone maker is still its largest shares.
Also, these stock sales, which came in the first three quarters of the year, while Apple was still high, as the shares reached in late December.
But since that peak, Apple has collapsed by 28 %, as American customs duties in China are expected to arrive in particular. This is because Apple, like many technology companies, depends on China for spare parts and manufacturing.
With the latest round of tariffs in Trump, imports from China are now facing 54 % duty. If the administration continues its threat to raise a “secondary tariff” on countries that buy oil from Venezuela, the rate may reach 79 %.
Meanwhile, Berkshire was also Unloading Bank of America shares and Citigroup. The shares of each of the banking giants have decreased by about 22 % so far this year.
On the contrary, the Berkshire B from Series B increased by 9 % this year, although it achieved modest success last week. The wide range of its work, such as insurance, railway and energy, focuses on the United States and less Import.
As a result, Pavite’s personal wealth has grown this year, unlike those of his peers. According to Bloomberg billionaires indexHis clear wealth expanded by $ 12.7 billion this year to give him a total of $ 155 billion, put it 6 in the list and mainly link it with Bill Gates, whose wealth is shrinking by $ 3.38 billion.
Elon Musk remains first with a value of $ 302 billion, although this decreased by $ 130 billion in 2025, followed by Jeff Bezos with $ 193 billion, a decrease of $ 45.2 billion.
While Pavite observers are waiting to find out if the last market accident will finally urge him to perform a major acquisition or buy shares, his speech in February may provide an idea.
He wrote: “Berkshire shareholders can reassure us that we will forever spread a large majority of their money in stocks – most of them are from American stocks even though many of these international operations are of importance.” Berkshire willneverThe ownership of the monetary equivalent assets is preferred to ownership of good companies, whether controlled or partially owned only. “
This story was originally shown on Fortune.com
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