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How to find out the composition of fund portfolios ?
US Securities and Exchange Commission (Securities and Exchange Commission, SEC) requires, that all major investment funds report quarterly on their positions, filling out a special report on form 13F. And in this review I will tell, how to search and read it.
As a result, within five minutes you will be able to look into the portfolio of Wu himself.. Buffetta (TO. Aikana, J. Soros, etc.) and if you want you can check it every quarter. so, to find out, What's in Buffett's briefcase, You need:
Go to SEC site and under the search form in the upper right corner, select COMPANY FILINGS.
On the page that opens, enter the name of Buffett's company - Berkshire Hathaway (Icahn Fund is Icahn Capital Management; the Soros Fund is the Soros Fund) (cm. screenshot here).
In the list of reports that appears, find 13F-HR and click the Documents button (cm. screenshot here).
In the available list of documents INFORMATION TABLE FOR FORM 13F click on the link form13fInfoTable.html.
As a result, you will receive a table with the current list and the number of assets, in the Berkshire Hathaway portfolio (cm. screenshot here).
That's all. But if you find it difficult, then I have a simpler alternative for you. Website Gurufocus.com. On it you will not be able to check portfolios of all, but most of the venerable foundations. To do this, you need:
Go to Gurufocus.com.
Select the Gurus section in the top horizontal menu.
In the drop-down list of the Gurus section, select Guru Portfolio and Latest Guru Stock Picks (cm. screenshot here).
Latest Guru Stock Picks contains information about changes in the portfolios of the funds listed on the website and can be one of the sources of trading ideas. Guru Portfolio reflects the composition of fund portfolios, but the key functionality here is paid. With a subscription, it can also become an additional way of observing the market..
As you already, I guess, understood, this is not all the features of the site Gurufocus.com, and no matter what, who you are - trader or investor, you will find a lot on it, what will be useful for you. If you have any questions, write them in the comments below.
A source: https://mindspace.ru/27727-kak-uznat-chto-u-baffeta-v-portfele/