Filipe Rodrigues Pereira @mamede775: "𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗖𝘂𝘁𝘀 𝗔𝗽𝗽𝗹𝗲 𝗦𝘁𝗮𝗸𝗲..."

Portugal

𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗖𝘂𝘁𝘀 𝗔𝗽𝗽𝗹𝗲 𝗦𝘁𝗮𝗸𝗲 𝗮𝗻𝗱 𝗠𝗮𝗸𝗲𝘀 𝗖𝗼𝗻𝘁𝗿𝗮𝗿𝗶𝗮𝗻 𝗕𝗲𝘁 𝗼𝗻 𝗨𝗻𝗶𝘁𝗲𝗱𝗛𝗲𝗮𝗹𝘁𝗵 Warren Buffett’s $BRK.B (Berkshire Hathaway Inc) once again trimmed its position in $AAPL (Apple) selling 20 million shares in the second quarter. Despite this, Apple remains the company’s largest holding. The highlight, however, is the new stake in $UNH (UnitedHealth), which is currently going through a difficult period. The insurer has lost more than half of its value in a year due to several issues: cuts in Medicare funding, the death of a top executive, controversies over business practices, and the need for an internal restructuring, now once again led by Chairman Stephen Hemsley as CEO. Despite these obstacles and the negative headlines, fund managers such as Darren Pollock believe the decline has created room for future upside, suggesting that 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝘀𝗲𝗲𝘀 𝗿𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗮𝗻𝗱 𝗮𝗻 𝗮𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝘁 𝗱𝗲𝗽𝗿𝗲𝘀𝘀𝗲𝗱 𝗽𝗿𝗶𝗰𝗲𝘀. In addition to UnitedHealth, Berkshire also added positions in $ALLE (Allegion) Lamar Advertising, Nucor, D.R. Horton, and Lennar Class A shares, while maintaining its stake in Kraft Heinz (even after a $ 3.8 billion write-down). On the reduction side, besides Apple, the company cut its position in Bank of America and sold all of its T-Mobile shares. There were also small increases in Chevron, $DPZ (Domino's Pizza Inc), $POOL (Pool Corp.) and Constellation Brands. Overall, Berkshire was a net seller in the quarter, with $ 6.92 billion in equity sales versus $ 3.9 billion in purchases. The company continues to build cash, which reached $ 344 billion at the end of June, without repurchasing its own shares. 𝗜𝗻 𝘀𝘂𝗺𝗺𝗮𝗿𝘆: the purchase of UnitedHealth stands out as a contrarian bet against market pessimism. Buffett (through Berkshire) appears to believe that, despite the recent sharp decline and ongoing challenges, the company has recovery potential and offers a long-term value opportunity. 💰 𝐂𝐨𝐩𝐲𝐓𝐫𝐚𝐝𝐞𝐫 💰 Consider starting to copy my investments if you are looking for a reliable investor to manage your investments. I show knowledge, discipline, and a long-term perspective with a strong strategy. My diversified approach and focus on risk management can provide steady growth prospects over time. 𝗦𝘁𝗮𝗿𝘁 𝗰𝗼𝗽𝘆𝗶𝗻𝗴 𝗺𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗻𝗼𝘄 𝗮𝗻𝗱 𝗲𝗻𝗷𝗼𝘆 𝘁𝗵𝗲 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝘀 𝗼𝗳 𝘂𝘀𝗶𝗻𝗴 𝗮𝗻 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁. 📝 Feel free to 𝗹𝗲𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗺𝗲𝗻𝘁 and give it a thumbs-up! 👍 Sincerely, 𝓕𝓲𝓵𝓲𝓹𝓮 𝓟𝓮𝓻𝓮𝓲𝓻𝓪 Consistency is the key to success. @eToroFilipePereira | pereira-investments.com 𝔻𝕚𝕤𝕔𝕝𝕒𝕚𝕞𝕖𝕣 𝑇ℎ𝑒 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛 𝑝𝑟𝑒𝑠𝑒𝑛𝑡𝑒𝑑 ℎ𝑒𝑟𝑒 𝑖𝑠 𝑛𝑜𝑡 𝑖𝑛𝑡𝑒𝑛𝑑𝑒𝑑 𝑡𝑜 𝑏𝑒 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑎𝑑𝑣𝑖𝑐𝑒.