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Daniel Nadler
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Daniel J. Nadler is a Visiting Scholar at the United States Federal Reserve and a PhD Candidate at Harvard University. His writings have been featured in the The Wall Street Journal and Bloomberg. At the Federal Reserve, (Research Department, Boston Fed), Daniel studies the asset allocation... More
My company:
Seasonal Odds
My blog:
Seasonal Odds
  • 10 Berkshire Hathaway Holdings That Returned 18%+ In 2012 0 comments
    Dec 20, 2012 4:07 PM | about stocks: AXP, BK, DVA, LMCA, MCO, MTB, USB, USG, WFC, WMT

    2012 was a good year for the markets, but even a better one for Warren Buffett. While the S&P 500 rallied about 14% YTD in 2012, the following 10 Berkshire Hathaway holdings--as reported by his fund's most recent 13F report--were analyzed by Seasonal Odds, and found to be the top performing Berkshire equities in 2012, with all 10 returning more than 18% YTD. In fact, the top 3 Buffett holdings all returned more than 40% over the year.

    (click to enlarge)

    USG Corp. (NYSE:USG) was the best performing of the group, raking in a 150% return YTD in 2012. Despite the growing negative reputation of their ratings practices, Moody's (NYSE:MCO) still pulled in a 45% return, while Davita (NYSE:DVA) gained 41%, rounding out the Berkshire Top 3. The next five best performing Buffett stocks still returned greater than 20%, with Liberty Media (NASDAQ:LMCA) gaining 38%, M&T Bank (NYSE:MTB) gaining 28%, Bank of New York (NYSE:BK) advancing 23%, American Express (NYSE:AXP) advancing 21%, and Wells Fargo (NYSE:WFC) gaining 20%. Wal-Mart (NYSE:WMT) and U.S. Bancorp (NYSE:USB) round-out the Buffett Top 10 of 2012, advancing 18% each.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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