US companies plan share buybacks on a historic scalewhich is a sign of the American economy's confidence in the economy. Nvidia Corp is the latest company to join the long list of buyback plans.

The announced buybacks exceeded the 1 trillion US dollars reaching this level in a very short time, according to data from Birinyi Associates. The previous record was set in October last year.

In recent months, corporate giants - particularly in the areas of finance and technology - have given the green light for extensive share buyback programs.

$AAPL (-0,66%)

$GOOGL (+0,59%)

$NVDA (-3,33%)

$JPM (-3,54%)

$GS (-1,94%)

$WFC (-3,85%)

$BAC (-2,34%)

$V (-2,85%)

$C (-2,33%)

$BKNG (-2,06%)

Source: https://www.moneyweb.co.za/news/markets/us-firms-racing-through-1trn-buyback-spree-in-record-time/

$MS (-2,23%)

The 94-year-old star investor is investing in new shares, according to data published by the US Securities and Exchange Commission (SEC) on Friday night. The document also reveals the identity of a position that was built up in secret.

Berkshire takes a stake in United Health

For two quarters, Berkshire had secretly built up a position in a share without having to disclose it. The process is not unusual. It typically happens when Berkshire builds up large positions and does not want copycats to drive up the price.

It is the US insurer United Health $UNH (+1,39%)

After Buffett's entry became known, the share price shot up by over eight percent in the aftermarket. Since the beginning of the year, however, it is still down around 45 percent.

The majority of analysts are confident that United Health will soon overcome its difficulties. According to the financial service LSEG, 19 out of 28 experts currently recommend buying the share. Their average target price of 313.50 dollars is a good 15 percent higher than Thursday's closing price.

Four more buys

At steel producer $NUE (+1,35%) Nucor, Berkshire held 6.6 million shares worth 857 million dollars as at June 30. At the house building company $DHI (+1,82%) DR Horton amounted to 191 million dollars, at the outdoor advertising company $US5128152007 Lamar Advertising to 142 million dollars and $ALLE (+0%) Allegion, a manufacturer of locking systems, to 112 million dollars.

All four shares are rather insignificant in Berkshire's portfolio. Together they are only worth 1.3 billion dollars - just 0.5 percent of the total portfolio.

The most important position that was increased, on the other hand, is the oil company $CVX (-3,05%) Chevron. Berkshire increased its position here for the first time since the fourth quarter of 2023. It grew by just under three percent.

Berkshire also increased its position in $POOL (+4,89%) Pool, which claims to be the world's leading distributor of swimming pool accessories (up 136 percent), as well as beverage manufacturer $STZ (+1,4%) Constellation Brands (up eleven percent), the aerospace company $HEI (-0,83%) Heico (up eleven percent) and the pizza chain $DPZ (-0,09%) Dominos Pizza (up 0.5 percent).

Berkshire's equity portfolio continues to shrink

Sold 20 million $AAPL (-0,66%) Apple shares and securities of $BAC (-2,34%) Bank of America and $DHI (+1,82%) D.R. Horton, and the company also completely divested itself of $TMUS (+0,09%) T-Mobile US.

In the second quarter, Berkshire also sold shares in the cable television company $CHTR (-0,71%) Charter Communications (down 46.5 percent), the healthcare group $DVA (+1,12%) Davita (down 3.8 percent) and the media company $FWONA (-0,06%) Liberty Media (2.5 percent).

Buffett also sold shares in Davita in the current quarter. Although Davita is still the tenth largest position in the Berkshire portfolio, it has shrunk by eight percent since March 31. Since the beginning of the year, it has even fallen by almost eleven percent.

Source: Text (excerpt) & graphics: Handelsblatt, 15.08.2025

As the earnings season starts again, here is a summary of the most important figures next week.

$JPM (-3,54%)
$C (-2,33%)
$WFC (-1,6%)
$BLK (-1,37%)
$JNJ (-0,31%)
$GS (-1,94%)
$BAC (-2,34%)
$AA (+0,85%)
$ASML (+1,67%)
$PLD (+0,86%)
$UAL (+0,19%)
$KMI (-0,83%)
$PEP (-0,86%)
$ABT (-0,18%)
$Netflix
$TSM (+2,72%)
$USB (-0,9%)
$IBKR (-6,57%)
$AXP (-1,69%)
$MMM (-0,3%)

Hi Dear GQ Community,

Today I wanted to share my portfolio with you and see what you think or say about it. You are welcome to make suggestions for improvement. 😃

First of all about me, I am 31 years old, father of 2 children and only work as a service technician 👷‍♂️unterwegs which is why I currently have no more than 100€ - 130€ per month available to invest. I always thought with your high sums that I would not divide my portfolio because it is so small. But today I'm just going to do it 😅.

I've only been investing since the end of May 2025. I'm looking for dividends that are partly reinvested and partly paid out. But I want to save for old age in the long term to possibly supplement my pension 🧓later on. 💰💸

Now to the portfolio. I don't currently have a plan for how much of my budget is going where. I'll look at it for a month and then decide who has performed best 📈 and who has performed less 📉.

I currently have:

ETF savings plans:

• $IWDA (-0,6%) with monthly 25€
• $VHYL (-0,54%) with monthly 15€
• $EIMI (+0,2%) with monthly 10€

Individual shares:

• $OXY (-2,25%)
• $PEP (-0,86%)
• 
  $KO (-1,09%)
• 
  $SHEL (-1,48%)
• 
  $RHM (+1,29%)
• 
  $BAC (-2,34%)

Crypto:

• $BTC (+0,19%)

The savings plans are saved every month and the individual shares are saved more or less depending on the month. Because $BTC (+0,19%) to be honest, I'm in it just for fun. I'd like to see where the journey takes me.

As I said, I'll decide exactly how it will be divided up next month when I see who has performed best by then. And then it will be adjusted monthly.

At the moment my portfolio is only in the red with the order fees from Trade Republic, if these weren't there I would already be slightly in the black. But I am investing for the long term and am not out for day trading.

Now I'm curious to hear what you have to say, and please don't completely tear me apart 😅.