SCHY - How To Invest $100,000 In A Buffett-Inspired Dividend Portfolio
2025-03-23 20:25:45 ET
Summary
- Berkshire Hathaway has increased its stakes in five major Japanese trading houses, nearing the 10% ownership threshold.
- Warren Buffett's annual letter revealed that these trading houses have agreed to relax ownership limits, allowing Berkshire to expand its holdings.
- These tradings houses deal internationally in energy, mining, minerals, food & beverage, machinery and specialty chemicals.
- All 5 now have 10 year total returns in excess of the S&P 500.
- All are dividend growth stocks paying an average of over 3.3% with an average P/E ratio of 10.4 X. Currency return could add to dividend growth in future years.
A simple lesson from Mohnish Pabrai
Recently, in the past few months, I started to dig my heels into some international dividend funds like The Schwab International Dividend Equity ETF ( SCHY ) and The Vanguard International High Dividend Yield Index Fund ETF ( VYMI ) , there is one more popular international theme getting a sparring mention. Buying international value funds has been an excellent bet so far this year in contrast to a laggard S&P 500 ( SP500 ), they are getting upward momentum from increased defense spending plans as well as currency return versus the US dollar. ...
How To Invest $100,000 In A Buffett-Inspired Dividend Portfolio