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Investment Strategy2026-02-23

Buffett's Final Moves: Apple Trim, NYT Purchase

Berkshire Hathaway trimmed Apple and bought NYT stock in Buffett's final CEO quarter. We analyze investment implications from the value investing legend's last portfolio moves.

관리자

Berkshire Hathaway's portfolio changes from Buffett's final CEO quarter have been disclosed. The most notable moves are further Apple stake reduction and new NYT stock purchases. Buffett has steadily trimmed Apple since 2024, continuing sales this quarter. Meanwhile, the media investment aligns with his traditional value investing philosophy. We examine what the legend's final choices mean for ETF investors.

Strategic Significance of Apple Stake Reduction

Berkshire has trimmed Apple for four consecutive quarters since Q2 2024. This quarter's estimated $5 billion in sales reduced Apple's portfolio weight from over 50% to below 30%. Buffett cited tax optimization as the primary reason, but markets interpret it as a signal about stretched tech valuations. Using an asset allocation calculator to check whether single-stock or sector concentration is excessive in your own portfolio is essential.

NYT Purchase and Media Value Investing

The NYT acquisition demonstrates Buffett's traditional value approach. NYT has surpassed 11 million digital subscribers generating stable cash flows, with diversification into games like Wordle and cooking apps adding appeal. This aligns with the broader trend of reallocation from high-growth tech to stable cash flow businesses. Investing in stable cash flow companies rather than high-volatility leveraged products like TQQQ embodies value investing's core.

ETF Implementation of Buffett-Style Portfolio

Buffett's recommended 'S&P 500 index fund' strategy translates to VOO or SPY. Adding value-oriented SCHD, quality factor QUAL, and dividend growth VIG creates a Buffett-style portfolio. Managing VOO 50% + SCHD 20% + QUAL 15% + AGG ETF 15% quarterly via rebalancing calculator maintains the balance between value and stability.

Three Lessons for Individual Investors

Buffett's final portfolio adjustment offers three lessons. First, courage to sell winners - even great stocks need trimming when overweight. Second, contrarian thinking - finding value in overlooked sectors like media while markets fixate on tech. Third, cash accumulation - Berkshire's record cash reserves enable aggressive buying when opportunities arise. Regular weight adjustments through a rebalancing calculator most effectively practice all three lessons.

Conclusion

Buffett's final portfolio moves clearly signal tech concentration reduction, cash flow reallocation, and cash accumulation. ETF investors can apply these principles through an asset allocation calculator. Managing a value-centered portfolio of VOO, SCHD, and QUAL via rebalancing calculator rather than speculative products like TQQQ captures the core of Buffett's final investment message.

Related Portfolios

Conservative Income Portfolio

SCHD 20%AGG 20%Low

Defensive Quality Portfolio

QUAL 30%AGG 15%Low

All Weather Portfolio

VOO 30%Low-Medium

Dividend Aristocrats Portfolio

SCHD 25%VIG 25%Low–Medium
#Berkshire Hathaway#Warren Buffett#rebalancing calculator#asset allocation calculator#Apple selling#value investing#TQQQ

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