"Bill & Melinda Gates Foundation's $39 Billion Portfolio Concentrated in 5 Stocks"

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Source: Yahoo Finance
"Bill & Melinda Gates Foundation's $39 Billion Portfolio Concentrated in 5 Stocks"
Photo: Yahoo Finance
TL;DR

The Bill & Melinda Gates Foundation has 86% of its $39 billion portfolio invested in just five stocks, including Microsoft, Berkshire Hathaway, Canadian National Railway Company, Waste Management, and Caterpillar. While this concentrated approach may not be suitable for most investors, it reflects the foundation's focus on preserving capital and investing in dependable blue chip companies. However, for individual investors, diversifying into at least 25 stocks and considering higher growth opportunities may be more appropriate.

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