Warren Buffett took control of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) in 1965. Since then, his value-oriented investment philosophy has helped the company grow at an astonishing pace, with Berkshire shares compounding twice as fast as shares of the S 500. The company is currently worth $780 billion, and a substantial portion of that value comes from its $370 billion stock portfolio.

Buffett and his co-investment managers have 51% of that total spread across two stocks: Apple (NASDAQ: AAPL) is the largest holding at 45% of the portfolio, and Coca-Cola (NYSE: KO) is the fourth-largest holding at 6.4% of the portfolio. That asset allocation is a clear sign of confidence.

Does that mean the stocks are worth buying?

Continue reading

Source Fool.com