He sold half his Apple shares, reduced exposure to financial sector. Berkshire Hathaway is sitting on $325B in cash! Before 2008 it was sitting on $44B and was criticized for it. But it enable Buffet to make some of the most profitable investments in his career. He now holds 7 times that much.<\/p>\n
In 2020 he purchased major holdings in 5 major Japanese trading firms to acquire the commodities they hold.<\/p>\n
In 2024 the increased their holding to $30 billion in Occidental Oil.<\/p>\n
Berkshire’s total commodity exposure is over $100 billion.<\/p>\n
Warren Buffet has criticised gold but his actions differ. He purchased an interest in Barrick to acquire data on gold trading, production and purchase patterns before selling his interest.<\/p>\n
China is sitting on twelve tons of gold. When the financial markets reposition around gold and commodities Berkshire stand to gain big.<\/p>\n
Build a 15-20% cash position
\nHave 20-25% in physical or ETF gold
\n15% to gold mining stocks
\n15% to commodity stocks
\n10% to silver and silver mining
\n5% to copper and base metal miners
\n5% to agricultural commodities and fertilizers
\n0% cryptocurrencies
\n0% long-term government bonds<\/p>\n