- The real growth in the value of common stocks (excluding purchases and sales during the year) was 17%.
- Growth in market value of new scripts purchased during 2006 was at 35%
- The market value of the total common stock portfolio increased to US $61.5 bn, an increase of 32% over previous year, while the cost increased by 44% to US $23 bn.
- Allocation to stocks present as on Dec’05 increased 5.3% (cost of those stocks increased from $10.8 bn to $11.4 bn. The market value of such stocks (including fresh purchases increased by 18.7% to $45.4 bn. These ‘old’ stocks formed about 74% of the total market value of the portfolio.
- The largest old position in terms of portfolio weight was The Coca Cola Company, followed by American Express Company.
- Among the stocks finding their entry in to the portfolio in Calendar year 2006, the highest gain was recorded by POSCO at 102%, and the lowest by Johnson & Johnson at 13%.
Latest ddition to stocks in Buffett's (Berkshire) Portfolio in 2006:
Figures in $ mn | |||||
No. | Name | Cost | Mkt Value | % weight | % chg |
1 | Conoco Phillips . | 1066 | 1,291 | 17% | 21% |
2 | Johnson & Johnson | 1250 | 1,409 | 18% | 13% |
3 | POSCO | 572 | 1,158 | 15% | 102% |
4 | Tesco . | 1340 | 1,820 | 24% | 36% |
5 | US Bancorp . | 969 | 1,123 | 15% | 16% |
6 | USG Corp | 536 | 936 | 12% | 75% |
Total 'New' Common Stocks | 5733 | 7737 | 100% | 35% | |
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