Warren Buffett Stands Tall as U.S. Stocks Tumble: How the 'Oracle' Is Tackling Tariff Impacts
The annual event for investors—the Berkshire Hathaway 2025 Annual Shareholders Meeting—will be held on May 3rd in Omaha. Investors will focus on the Oracle's cash reserves, portfolio adjustments and succession plans, as well as his views on tariffs and the macroeconomy.
Under the impact of Trump's tariffs, U.S. stocks had a rough start in 2025. The $S&P 500 Index (.SPX.US)$ at one point fell nearly 19% from its all-time high, while the tech-heavy $NASDAQ 100 Index (.NDX.US)$ dropped 23% from its peak.
The stock market bloodbath has led to a substantial shrinkage in the wealth of the world’s richest people. However, Warren Buffett is the only Top-10 billionaire with a net worth gain in 2025, having earned $20 billion against the market trend.
In 2024, the “Oracle of Omaha” reduced his stock positions against the market trend, holding a record $334 billion in cash, successfully weathering the U.S. stock market crash. What's his secret?
Buffett Cuts Holdings in 2024, Avoiding U.S. Stock Market Turmoil Due to Tariffs
Before the market turmoil caused by Trump's tariffs, Buffett had already adjusted his investment portfolio, adopting an unusually cautious defensive strategy in the second half of 2024. In an interview with CBS News in March, Buffett said in response to a question on how he thinks tariffs will affect the economy, "Tariffs are actually, we’ve had a lot of experience with them. They’re an act of war to some degree."
'Oracle of Omaha' Holds Record Cash, Berkshire Share Price Hits New Heights
Warren Buffett appears to have predicted a market turn coming. He sold some $134 billion in equities in 2024 and was sitting on $334 billion in cash at the end of the year.
“We were aided by a predictable large gain in investment income as Treasury Bill yields improved and we substantially increased our holdings of these highly-liquid short-term securities,” Buffett wrote to shareholders in February.
Berkshire Hathaway's Q4 Portfolio
By the end of 2024, as Warren Buffett significantly reduces his holdings in $Apple (AAPL.US)$, the financial sector overtakes the information technology sector in his portfolio. Currently, Berkshire Hathaway's stock holdings exhibit an industry allocation pattern where finance, information technology, consumer discretionary, and energy coexist.
If you want to find more of Warren Buffett's investment secrets, check out the Insight page to see the Oracle's holdings.
Source: moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Cui Nyonya Kueh :
Talented Mr Ripley : dead in less than 5 years
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MarvinM :
Jason Beaver : The Oracle of Omaha is a damn savant when it comes to this investing and knowing when to buy and sell. everybody thought he was an idiot when he sold his apple position, butin reality Apple went down shortly after that and he killed it. when the market was going down and the one month yielded a 5.5%. I know I took advantage of that. I stuck six figures into the one month t bill when I seen Mr Buffett doing the same thing. I was getting thousands of dollars each month risk free. I wish I would have gotten into Berkshire Hathaway 20 years ago.
NJP : Outstanding![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
skumaar42 : Very informative!
Cik Nur : How amazing he is. How wise he is. Not only is he rich, but he is getting richer while others suffer losses.
152487950 Talented Mr Ripley : You will follow him soon!