Berkshire, virtually no healthcare exposure, only holds DaVita
Healthcare accounts for virtually none of the Berkshire portfolio led by Warren Buffett and Greg Abel. DaVita is currently the only holding, while UnitedHealth Group was recently sold. The article suggests viewing healthcare as a separate sector and distinguishing among various investment styles, including growth stocks and dividend stocks.
Healthcare makes up a notably small portion of the Berkshire portfolio led by Warren Buffett and Greg Abel. The only healthcare stock remaining in the portfolio is DaVita. UnitedHealth Group was recently removed from the position.
The healthcare sector encompasses diverse investment styles. High-growth pharmaceutical and biotechnology stocks coexist with traditional healthcare companies that pay dividends. The article says this is why investors should consider healthcare separately.
Eli Lilly is mentioned as an example of a high-growth company. Johnson & Johnson and Abbott Laboratories are cited as examples of dividend stocks. These dividend stocks are described as providing stable earnings and dividend income.
Berkshire’s reduced healthcare exposure appears to reflect a relatively lower assessment of the sector in its portfolio composition. From an investor perspective, the article recommends considering other opportunities within the sector. The article focuses on differences in the characteristics of individual companies and investment styles.
Sources: The Motley Fool
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