[Warren Buffet's Secret Portfolio] His Largest Holding in this Hidden Portfolio Has Been a Real Moneymaker

Inside Warren Buffett's Confidential Holdings, the revelation! Picks from the Editor SPONSORED (Newsletter Continues Below) Sponsored [Exclusive Report: Master Uncertain Markets]( In the world of investing, uncertain markets can be downright terrifying. The fear of losing your hard-earned money can keep you up at night, and the anxiety of not knowing what tomorrow holds can be overwhelming. But what if you could take control of this uncertainty and turn it to your advantage? What if you could not only survive but actually profit from market volatility?[Go HERE to see the Potential Investing Opportunity]( By clicking link you are subscribing to The Bullish Traders Newsletter and may receive up to 2 additional free bonus subscriptions. Unsubscribing is easy [Privacy Policy/Disclosures]( Revealing the Most Lucrative Investment in His Secret Portfolio  Hi Traders,  Following Warren Buffett's investment moves is a bit like having a golden goose that keeps laying those precious eggs, and it's relatively simple thanks to the quarterly filings (Form 13F) required by the Securities and Exchange Commission (SEC).  But, hold onto your hats, because not every move made by Berkshire Hathaway is visible in its 13Fs.  Wind back the clock to 1998, when Berkshire Hathaway welcomed reinsurance behemoth General Re into the fold, with a handshake that cost a cool $22 billion.  The diamond in the rough here was Gen Re's reinsurance operations.  Still, the deal also came with a bonus prize, New England Asset Management (NEAM), a specialty investment firm.  The rules of the game stipulate that any fund with at least $100 million in assets must file a 13F within 45 days of a quarter's end.  By 2022's finale, NEAM was strutting around with over $5 billion in assets, making it eligible to share its financial moves via 13F.  Although Buffett himself doesn't micromanage NEAM's portfolio, its investments are technically owned by Berkshire Hathaway, transforming NEAM into Buffett's secret vault of investment treasures.  Recently, I uncovered a warning signal flashing from Buffett's covert portfolio. NEAM's investment gurus seemed to have developed an allergy to their holdings, offloading a significant portion in the first quarter of 2023.  The value of their invested assets plummeted from roughly $5.4 billion at 2022's end to a more modest $671.6 million by March 31, 2023.  By the end of 2022, four major players – Apple, Chevron, Bank of America, and HP – constituted a staggering 86% of NEAM's invested assets.  But, like a magician pulling a rabbit out of a hat, NEAM made its HP stake disappear entirely, almost vaporized its Apple position, and downsized its stakes in Chevron and Bank of America by 98%.  Given that NEAM's investing team shares Buffett's long-term outlook, this drastic reduction in holdings implies they believe stocks are overpriced or perhaps teetering on the edge of a downhill slide.  But there's a plot twist: amidst this selling frenzy, a new holding climbed to the top of the heap in Buffett's covert portfolio.  This asset is the SPDR S&P 500 ETF Trust (NYSEMKT: SPY), representing 15.6% of NEAM's invested assets.  The SPDR S&P 500 ETF Trust, which strives to reflect the performance of the S&P 500, has been a reliable source of profit for investors willing to play the long game.  It's like a plant that yields fruits as long as you have the patience to nurture it.  This ETF and its benchmark index, the S&P 500, may experience some down years. But remember, even the brightest rainbows appear after a storm.  All previous market downturns have been swept away by a resurgence, the bull market.  Market analytics company, Crestmont Research, has shown that time is indeed an investor's best friend. In their study dating back to 1900, every 20-year period provided profits if an S&P 500 tracking index was held throughout.  The key ingredient is patience. Stick with the market for a 20-year stretch, and you'll come out ahead.  Even better, the majority of these periods didn't just generate profits; they made investors a whole lot richer.  While a few years saw annualized returns between 3% to 5%, more than half of the periods experienced annualized returns between 9% and 17.1%.  In other words, just by mirroring the S&P 500, investors have managed to outdo the U.S. inflation rate and amass considerable wealth.  So, who's up for a long-term date with the market?  Keep on keeping up!  John @ Traders on Trend  (In the next article: Two big investment houses are at odds with the current bull market. Can we learn from them? Find out below! 👇) Sponsored [You Can’t Escape Inflation So Profit From It Here]( “Inflation is bad” – yeah we all get it. There’s nothing you can do to stop it though. If you can’t beat ‘em – join ‘em. That means learning to leverage inflation to build your wealth instead of devaluing it.[Claim Your Copy Of Our Research Report FREE]( By clicking this link you are subscribing to Conservative Investor News’s Newsletter and may receive up to 2 additional free bonus subscriptions. Unsubscribing is easy [Privacy Policy/Disclosures]( Check the Free Presentation Today ☝ SPONSORED Diverging Views: Morgan Stanley vs. Goldman Sachs on the S&P 500's Bullish Run  From the high towers of Wall Street, the bulls and bears are once again locked in their eternal debate about the market's future.  This time, the discussion revolves around David Kostin from Goldman Sachs Group Inc. and Michael Wilson from Morgan Stanley.  Kostin, ever the optimist, believes we're set to witness more green on our screens as non-tech sectors race to match the impressive rally we've seen in tech shares.  Wilson, however, sketches a slightly more somber picture, drawing parallels to the bear market of the 1940s, when the S&P 500 enjoyed a 24% hike before bowing to a new low.  "There are those who have sounded the death knell for the bear market; we beg to differ based on our 2023 earnings forecast," penned Wilson, one of Wall Street's more cautious forecasters.  Last week, the S&P 500 entered the realms of a technical bull market, registering a 20% upswing from its October nadir.  Investors seem to be banking on continued economic growth, largely because central banks have hit the pause button on interest-rate hikes, a move that's been a boon for the tech industry.  Now, all eyes are trained on the Federal Reserve’s policy meeting this week, with many expecting a hiatus after a year-long spree of rate hikes.  Wilson, however, warns of an ironic twist in the tale. He suspects the pause could signal the end of the rally as liquidity begins to dry up.  His forecast for the S&P 500 is a dip in earnings by 16% this year, followed by a sharp revival in 2024.   (article continues below) Sponsored [How He Bagged One Of The Top Trading Records…]( A reclusive millionaire has been quietly racking up winning trade after winning trade. Despite avoiding most headlines, he’s become one of the most successful traders around - over the last 8 years, he’s banked a 97% win rate. How does he do it? He sat down for a rare interview where he revealed it all.[Click HERE to see how he’s done it…]( [Privacy Policy/Disclosures]( SPONSORED  🔼 Pay attention, this is worth your time! ☝  (article continues)  This is a stark contrast to sell-side analysts' projections, who predict a more modest slump of just 2.4% for 2023.  Thanks to an earnings season that outshone expectations, upgrades have been outstripping downgrades for the past couple of months, as indicated by a Citi index.  Though Wilson topped last year's Institutional Investor survey for his accurate prediction of the stock selloff, his gloomy predictions for 2023 have yet to materialize.  Meanwhile, Goldman Sachs remains bullish, predicting that the S&P 500 will continue to ascend as non-tech sectors hustle to keep pace.  "In the past, narrowing breadth has typically paved the way for a broader valuation re-rating," according to Kostin and his team.  They pointed out that since 1980, there have been nine instances of this pattern, which have led to gains in other stocks, subsequently benefiting the index.  Kostin is now setting his sights on the S&P 500 closing the year at around 4,500 points, a leap from his previous target of 4,000 and indicating potential gains of nearly 5% from its Friday close.  Supporting Kostin's bullish view, Savita Subramanian, a strategist from Bank of America Corp., indicated last week that historical data dating back to the 1950s shows that the index moved upwards 92% of the time in the 12 months following a bull market confirmation.  So, as the titans of Wall Street continue their tug-of-war over market predictions, it's clear that the future, as always, is a blend of opportunity and uncertainty.   Disclaimer:  The material in this document is for informational purposes based on our proprietary research. It is not an offering, specific recommendation, or a solicitation of an offer to buy or sell any securities mentioned or discussed herein.  Any performance results discussed herein represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.  Due to the timing of information presented, any investment performance reflected within this document may be adjusted after the publication and distribution of this material. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this communication will be profitable, be equal to any corresponding indicated historical performance levels or be suitable for your portfolio.  Any investment results set forth in this document are not net of expenses and execution costs, nor do they account for other relevant trading or investment fees. 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