WWII 035: Inside Bill Gates's Stock Portfolio - 13F, What Makes Me Invest In A Stock, Jeremy Siegel Predicts Dow 20,000, Adjustable Rates to Rise
In this episode, I shine the light on Bill Gates personal stock portfolio. This is a type of coat-tailing investing that I would recommend to anyone.
Main Topic: Inside Bill Gate Personal Stock Portfolio
From Bill Gates personal 13F filed June 2016:
There are some clear themes here. John Malone led companies factor heavily in Bill Gates' portfolio, such as LILAC Group and Liberty Global. A second theme is Hispanic focused companies such as Coca-Cola Femsa, Grupo Televisa and Arco Dorados
Some people, through luck and skill, end up with a lot of assets. If you're good at kicking a ball, writing software, investing in stocks, it pays extremely well."
Ask JB: What Makes Me Invest in A Stock
submitted 6 days ago by cfearr
1. 100% return over five years
2. Margin of Safety
3. Outlook is good
4. Opportunity Cost
What makes me sell
1. Achieved return goals
2. Outlook has changed
3. General market overvalued
4. Management is changing strategy / enriching themselves
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