Create Your Baby Berkshire Portfolio
Key Takeaways
- Coattail investing involves mimicking the trades of successful investors like Warren Buffett.
- Berkshire Hathaway often outperforms the S&P 500, making it a model for coattail investors.
- SEC Form 13F reveals the holdings of institutional investment managers with $100 million or more.
- To coattail Buffett, check changes in Berkshire’s holdings each quarter using Form 13F.
- Consider creating a separate portfolio to emulate Berkshire Hathaway’s investment strategy.
Warren Buffett’s company, Berkshire Hathaway (BRK.A, BRK.B) has a historical record of outperforming the S&P 500 Index.
Berkshire Hathaway’s real-time stock picks are accessible via U.S. Securities and Exchange Commission (SEC) Form 13F.
You can create a Baby…
