Super Investor Portfolio Update Q4 2024

Super Investor Portfolio Update Q4 2024

Manuel Ritsch, MCSI Manuel Ritsch, MCSI

Manuel Ritsch, MCSI

Alpha Rho Technologies LLC Founder | Quantitative Investing Strategies

发布日期: 2024年11月22日
+ 关注

This week, the release of 13-F filings has provided fresh insights into the portfolio strategies of the world’s most prominent investors.

Article Contents:

In this article, we will analyse the holdings and recent adjustments made by Warren Buffett (Berkshire Hathaway), Stanley Druckenmiller (Duquesne Family Office), Michael Burry (Scion Asset Management), and Bill Ackman (Pershing Square Capital Management). Additionally, a comprehensive report is available for download at the bottom of the article, offering detailed information on the portfolios and changes of these investors, along with others such as Ray Dalio, Howard Marks, George Soros, and more.

Read the full report

Click here to read the full report.

Financial Markets Research Financial Markets Research

Financial Markets Research

1,109 位关注者

订阅

要查看或添加评论，请登录

Manuel Ritsch, MCSI的更多文章

  • Gold at All-time Highs. Time to buy?
    2025年2月3日

    Gold at All-time Highs. Time to buy?

    Gold has reached a new all-time high of $2,860/oz, raising concerns among investors about the risk of buying at the…

  • US Macroeconomic Report - January 2024
    2025年2月2日

    US Macroeconomic Report - January 2024

    Equity markets gained in January, with the S&P 500 rising 2.7%, supported by a resilient labour market as U.

  • Trump on Oil & Interest rates - Weekly Investor Positioning Report
    2025年1月25日

    Trump on Oil & Interest rates - Weekly Investor Positioning Report

    This week, we observed heightened volatility in the USD and oil markets following statements by President Trump…

    1 条评论
  • Buy the Dip on the S&P 500?
    2025年1月23日

    Buy the Dip on the S&P 500?

    Should investors “buy the dip” when the S&P 500 declines? In this article, we have calculated the historical median…

    2 条评论
  • Weekly Investor Positioning Report 2025-01-19
    2025年1月18日

    Weekly Investor Positioning Report 2025-01-19

    This week, US Core CPI data exceeded expectations, alongside impressive earnings reports from US banks and European…

    1 条评论
  • US Macroeconomic Report - December 2024
    2025年1月3日

    US Macroeconomic Report - December 2024

    December was a particularly challenging month for the financial markets, highlighted by a sharp spike in the VIX to 27…

    4 条评论
  • The $35.4 Trillion Problem
    2024年12月20日

    The $35.4 Trillion Problem

    US Government debt stands at $35.4 trillion and growing as the US government has a spending deficit close to 4% of GDP.

  • Will the S&P 500 Perform Next Year?
    2024年12月11日

    Will the S&P 500 Perform Next Year?

    The S&P 500 has risen by more than 50% over the last two years, raising the question: will this trend persist into next…

  • DAX Vs S&P 500 Performance Analysis
    2024年12月6日

    DAX Vs S&P 500 Performance Analysis

    The German equity index DAX 40 has made headlines this week with a notable gain of over 5% in just one week, despite…

  • Next Year S&P 500 Performance Expectations
    2024年12月2日

    Next Year S&P 500 Performance Expectations

    The S&P 500 has experienced a significant year-to-date rally of 26%, coming on the heels of a 24% increase in the…

    1 条评论

社区洞察

其他会员也浏览了