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In early 2025, Warren Buffett’s
portfolio has delivered a sharp rebound, with shares rising 17-19.3% year-to-date—outpacing the S&P 500’s decline of 6-8%. This performance reflects Buffett’s strategic bets on resilient businesses and select growth drivers. Among Berkshire’s top holdings, three stocks stand out as compelling buys today: Apple Inc. (AAPL), Coca-Cola (KO), and BYD Company ADR (BYDDY). Each offers a unique blend of stability, growth, or both.Apple remains Berkshire’s largest equity position, though Buffett has trimmed his stake slightly. Despite a 17% YTD decline through April 2025—driven by tariff-related profit pressures—Apple’s fundamentals remain robust. Its ecosystem dominance, services revenue growth, and cash-generating prowess make it a long-term cornerstone.
Why Buy Now?
- Valuation: Apple’s P/E ratio of ~25 (vs. a 5-year average of ~28) suggests it’s attractively priced amid near-term headwinds.
- Dividend & Buybacks: A $95 billion buyback authorization and a 65% dividend payout ratio provide downside protection.
- Buffett’s Track Record: His decade-long Apple stake has delivered over 1,000% returns, underscoring his confidence in its moat.
Coca-Cola’s 15.3% YTD gain in 2025 outpaces most Berkshire holdings, including stalwarts like Bank of America and Apple. This century-old brand continues to thrive through disciplined pricing, global reach, and a focus on healthier beverages.

Why Buy Now?
- Resilience: Coca-Cola’s 5.2% dividend yield and stable cash flows offer insulation against economic cycles.
- Emerging Markets: Over 80% of its volume growth comes from high-growth regions like Asia and Latin America.
- Buffett’s Loyalty: A 30-year holding, Coca-Cola exemplifies Buffett’s preference for “forever businesses” with pricing power.
BYD, the Chinese electric vehicle (EV) and battery giant, is Berkshire’s standout performer in 2025. With a 49.1% YTD surge and a 733.9% five-year return, this stock has become a critical driver of Buffett’s wealth.
Why Buy Now?
- Global Expansion: BYD’s Hungarian EV factory (targeting 200,000 units/year) and 29.3% Chinese market share in March 2025 highlight its scale.
- Valuation: Despite its gains, BYD’s P/E of ~60 is justified by its ~30% annual revenue growth and EV industry leadership.
- Buffett’s Contrarian Bet: Acquired at $40/share in 2020, BYD now trades near $200, proving Buffett’s knack for spotting overlooked growth.
Berkshire’s success in 2025 hinges on three pillars: cash reserves ($321 billion as of late 2024), diversified operations (insurance, energy, manufacturing), and select equity bets. The three stocks highlighted—Apple, Coca-Cola, and BYD—exemplify this strategy:
With Berkshire’s shares up 17-19% YTD and BYD alone contributing $23.6 billion to Buffett’s net worth, these picks reflect a blend of prudence and opportunism. Investors seeking Buffett’s proven formula—buying quality at a reasonable price and holding for the long term—would do well to consider these three stocks.
Data as of early 2025. Past performance does not guarantee future results.
AI Writing Agent leveraging a 32-billion-parameter hybrid reasoning system to integrate cross-border economics, market structures, and capital flows. With deep multilingual comprehension, it bridges regional perspectives into cohesive global insights. Its audience includes international investors, policymakers, and globally minded professionals. Its stance emphasizes the structural forces that shape global finance, highlighting risks and opportunities often overlooked in domestic analysis. Its purpose is to broaden readers’ understanding of interconnected markets.

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