Technology
- Apple is on the mend. Apple after being way down all year is now down just 2% YTD. Tim Cook is the CEO of Apple and the firm has some momentum with its new iPhone 17 release. Apple is the worst performing magnificent 7 stock YTD.
- The 3 biggest holdings of the Gates Foundation are Microsoft, Berkshire Hathaway and Waste Management Inc. Microsoft is up 23% YTD. Satya Nadella is the CEO Microsoft. Berkshire Hathaway is up 8.73% YTD. Warren Buffett remains CEO at Berkshire Hathaway and has been since 1970. Remarkable. Waste Management is up 7.24% YTD. Jim Fish is the CEO of Waste Managment. Credit here to The Motley Fool.
- Microsoft and Berkshire show up on most investment lists. We increasingly also see Waste Management mentioned as a stock to buy and hold.
- Palantir Technologies has been surging again and is back up 141% YTD. Their founder Peter Thiel, like him or hate him, is brilliant. His book Zero to One is very instructive on venture capital and on start ups. Alex Karp is the CEO of Palantir.
The magnificent 7 YTD.
- Alphabet up 34%
- Amazon up 5.5%
- Apple down 1.96%
- Meta Platforms up 33%
- Microsoft up 22.8%
- Nvidia up 33.5%
- Tesla up 5.5%
Automotive
- Tesla has also had a resurgence. It is now up 5.5% YTD after being way under water most of the year.
Each stock Apple and Tesla has benefited with the markets rising. Tesla also just benefited from Elon Musk purchasing $1 billion in company stock.
Conglomerates & Industrials
The 3 biggest holdings of the Gates Foundation are Microsoft, Berkshire Hathaway and Waste Management Inc.
- Berkshire Hathaway is up 8.73% YTD. Warren Buffett remains CEO at Berkshire Hathaway and has been since 1970. Remarkable.
- Waste Management is up 7.24% YTD. Jim Fish is the CEO of Waste Managment. Credit here to The Motley Fool.
Microsoft and Berkshire show up on most investment lists. We increasingly also see Waste Management mentioned as a stock to buy and hold.