Is the secret portfolio of investment god Buffett's 13F disclosure? ! He reduced his shareholding in Apple and acquired new holdings in the cosmetic retail sector.

ありがとう星 : Even if the number of shares held by Apple is reduced (halved), the ratio is the highest

KAZU SUN : $280 billion is...
already, if you get this far, it won't matter if you lose 100 million a day lol

S0LTY KAZU SUN : Because if it's -1% it means 2.8 billion (US dollars)
Isn't about 1 billion yen moving in 5 minutes

Shin Miko : Does selling all of the snowflakes mean there's no investment advantage?

しゅうちゃん_Rm : Buffett doesn't think of him as a god.
This is because I almost always have a better return on my investment.
There are also unrealized gains from long-term holdings for which profit has not been determined, but even without that, my annual annual rate is definitely higher than Buffett's in terms of investment yield.

Naturally, the amount under management is extremely different, so the return on investment does not come true.
However, including capital gains and income gains, long-term double compound interest dividend yields with various investment methods, investment yields (before profit determination), unrealized gains from capital gains during long-term holdings with growth expectations, high yields and yields on investment amounts that raised fund turnover due to short- to medium- to short-term swing trades over a period of one year, and comprehensively determined profits over one year have raised yields of more than double Buffett's yield I don't think Buffett is the god of investment.
Also, investment in innovation stocks has now already started with senior gold mining stocks, and junior gold mining stocks, which are making profits that rise slightly later, due to the freezing of US dollar funds to Russia due to Biden's mistake, led to a dollar collapse crisis or hegemony dispute as a key currency from leaving the dollar due to a boomerang return called the collapse of the dollar, leading to a dollar collapse crisis or hegemony dispute as a key currency, and gold holdings have increased the gold portfolio from the early stage of the rise in gold prices due to gold holdings.
There are 7 types of gold investment methods, but in addition to spot holdings, senior gold mining stocks were mainly bought and increased in the early stages as gold ETFs and gold mine stock investments. Since around April of this year, the rise in gold prices will have an impact on the company's profit margins, and investment in 8 surplus junior gold mining stocks and low-ranking gold mining stock ETFs that would perform about 6 times that of senior gold mining stocks has increased.
Also, like Buffett and many institutional investors, they have increased their portfolio of investments in short-term US bonds with good yields before US interest rate cuts.
As a premium ticket, they increased their holdings of US bonds because they could aim for capital gains due to high yields when interest rates were determined and interest rates were cut.
While it is said that it is common in the US to incorporate US bonds from an inverse correlation with less risk than US stocks, less than 10% of Japanese individual investors hold US bonds, and it is said that they are unaware of investment opportunities before and after such US interest rate cuts.
Also, there are many people who incorporate cash into diversified investments or portfolios in the true sense of the word, predict when the overall market price crashes, hold 20 to 30 percent cash or funds with high liquidity, and are unaware of the opportunity to prepare excellent stocks at bargain prices during the crash.
The current major crash also began more than six months ago, and since August of this year to the end of the year, there will be a major crash starting with the United States or China, so while purchasing US stocks, profits have been determined and the cash holding ratio and amount of cash have increased.
Buffett can prepare for these because he has a source of information, and he has produced enormous wealth by turning the losses of many individual investors into opportunities.
From such profits, and into innovative companies, institutional investors famous for investing large amounts of money in companies that benefit from the 3rd energy-related petroleum revolution due to increased demand for electricity, companies that cause an AI medical revolution due to drug discovery due to the AI revolution, shortening DNA analysis time with genomics, and destructive cost reductions, and TaaS related companies, etc. are making huge investments.
Individual investors have no choice but to benefit by scrutinizing information and investing in small amounts within the risk tolerance range before it becomes a topic of conversation.
If such investment destinations achieve rapid growth over the time of the internet revolution, I think that is when institutional investors such as Buffett will make huge profits through upfront investments, and yield performance will not come true.
However, not because he has foresight, but because he has sources of information and guides, so I don't think Buffett is a god.
However, it must be acknowledged that the wealthy class with enormous wealth, leveraging financial power with overwhelming funds, will increase assets and widen as long as diversified investments and risk management are carried out, but rather than Buffett's ability, in an investment world where funds produce assets because of amazing financial power, it is the financial power of those who have money, and it is difficult to understand why Buffett is revered as the god of investment.
There are people who are more visionary among the wealthy institutional investors, and isn't Elon Musk one of them?

I don't want to imitate Buffett's stock.
If the timing of buying and selling are different, the results are different, which does not mean it is good to imitate them.
However, not limited to Buffett, there is an impact on stock prices due to institutional investors or the movement of the top 10, which is the main shareholder of the stock, and they are aware if they hold the same stock.
It's hard to understand why they are taking only Buffett brands.