Alright, babes, let’s dive into the fabulous world of Berkshire Hathaway’s stock portfolio! We’re about to uncover two standout gems that are just too good to pass up. 💎
First, let’s chat about American Express — a fierce financial powerhouse! Imagine this: a chic, reliable purse that’s not only stylish but also super functional. American Express is that purse for your investment portfolio. With a super low 2% net charge-off rate (translation: they manage their credit risks like a boss), they’re outpacing competitors like Capital One. Plus, their 30-day delinquency rate is less than half the industry average. #Winning
Now, let’s talk growth! AmEx’s revenue jumped 9% year over year, while their adjusted EPS soared by 17%. And here’s the kicker: two-thirds of their new accounts are from millennials and Gen Z. Talk about a brand that gets us! Their card fee income is up 20% thanks to premium products like the Platinum Card. It’s like investing in a brand that knows how to keep it fabulous and fresh.
Even after a stellar performance with shares up 30% over the past year, AmEx is still a hot buy at around 18.5 times forward earnings. If they keep revamping their top products, we’re talking even more growth in fee income. Here’s what I’d do: scoop up some shares and watch your investment glow over time. 🌟
Now, let’s spill the tea on the best “Buffett stock” of all — Berkshire Hathaway itself! Think of it as the ultimate designer investment piece. Since Warren Buffett announced his future retirement plans, Berkshire’s stock took a 14% dip. But here’s the deal: with strong operating earnings and a massive cash reserve, Berkshire is like that timeless little black dress — always in style and a smart choice.
During the same period, their major holdings like AmEx, Bank of America, and Chevron have surged. Yet, Berkshire’s stock price lagged behind. This opens up a golden opportunity to invest at a bargain. With a market cap of $985 billion, and valuable stock and cash holdings, the core businesses are valued at a low P/E ratio of 11.4. It’s like finding a designer bag on major sale!
Here’s why this matters: both American Express and Berkshire Hathaway are stellar picks for long-term investment. Sure, there might be some bumps along the way, but if you’re in it for the long haul, you’re setting yourself up for financial success. 💰
So, gorgeous, are you ready to level up your investing game? Let’s chat about building a portfolio that feels as good as it looks. Slide into my DMs or join my mailing list for more savvy tips and insider insights. Let’s make those money moves together! 💌
