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👉 Soros vs. Buffett: what's in the portfolio of stock market monsters?
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🔥 Large whales have published 13F reports for the 4th quarter of last year. Judging by the long-term results, Oracle of Omaha looks more stable again, but sometimes investors want not only results but also romance. Let's see how the priorities of the masters of the market have changed in the crisis year of 2022.
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Everything in Buffett's assets is traditional and uninteresting: more than 50% are held by Apple (AAPL) and Bank of America (BAC), another 25% by Chevron (CVX), Coca-Cola (KO) and American Express (AXP). Rest of the volume is occupied by a bunch of assets from different industries, which have little effect on the final result.
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But the old speculator Soros behaved much more actively.
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And he almost quadrupled his stake in Tesla (TSLA) and bought 500,000 shares of ARK Innovation ETF (ARKK). He was interested in used cars − Carvana (CVNA), taxi aggregators− Uber (UBER), finance from various industries −Capital One (COF), Citigroup (C), Discover Financial Services (DFS) and even crypto tokens− Marathon (MARA), Silvergate (SI), and MicroStrategy (MSTR). Everywhere I got a fairly average result.
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But this does not mean that Soros decided to imitate brawler Elon Musk or visionary Cathy Wood. He sold no less actively: he got rid of some «fashionable» assets altogether − Zoom (ZM) and
Airbnb (ABNB), and reduced his share in Amazon (AMZN) and Rivian (RIVN). As a result, in the 4th quarter, he bought 82 new shares and sold 144 −such an ultra-aggressive and poorly reasoned strategy is rare even for beginners.
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It is not worth imitating Soros. Moreover, half of the assets indicated in the current report may no longer be in his real portfolio. In a month, he could already sell a lot of things and buy something new.
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So Soros Form 13F should be taken not as a guide to action, but as a cartoon about the life of a well-known speculator's portfolio. The main thing is that the money should move, even if not in the direction of profit.
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Profits to y’all!