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Invest like a billionaire

By Judy Martel · Bankrate.com
Monday, November 25, 2013
Posted: 6 am ET

Want to invest like Warren Buffett? Thanks to a new index launched on the New York Stock Exchange by iBillionaire, you can follow the blue-chip stock holdings of investors such as Buffett and hedge fund managers Daniel Loeb, David Tepper and David Einhorn.

Warren Buffett

A new index lets you to follow the blue-chip stock holdings of billionaires such as Warren Buffett.

Composed of the top 30 large-cap equities listed on the S&P 500, the iBillionaire Index tracks the stocks in which these billionaires have allocated the most funds. What's more, index co-founder Raul Moreno told The Los Angeles Times that in February, iBillionaire will introduce an exchange-traded fund for investors who want to mimic the Wall Street titans.

The top holdings in the index are Apple, Wells Fargo, AIG, Yahoo and Coca Cola. Since 2005, the annualized return of the index was 11.8 percent on Friday, compared with 4.5 percent on the S&P 500. In its best year, 2009, it delivered 48.03 percent, versus 26.34 percent for the S&P. The worst year was 2008, when it was down 33.04 percent versus the S&P, down 36.79 percent.

The index uses information from 13F filings, which detail stock holdings of fund managers and are required by the SEC to be filed within 45 days of the end of each quarter.

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Sam Purushotham
November 25, 2013 at 6:27 pm

What are the Index Funds to buy right now? What are the best Vanguard Funds to buy now?

November 25, 2013 at 4:09 pm


Judy Martel
November 25, 2013 at 3:55 pm

Hi all,
As George mentions, you can type iBillionaire into a search engine or go to http://www.ibillionaire.me and see the info or click on the index to view the stocks that are being tracked. However, the ETF mentioned in the blog is not out yet, so there is no news on the details of that yet, or the fees.

Meredith Evans
November 25, 2013 at 3:22 pm

So,What are your fees to buy this????

November 25, 2013 at 3:19 pm

Do you truly want to be handed everything to you? This was just an overview article about a created index fund. Research it in your default search engine; type in iBillionaire index fund and perform your own homework on it.

November 25, 2013 at 3:13 pm

This all sounds good. NOW, all I need is a decent paying full time job, which I've been seeking for over four years already, & I'll be ready to invest. Find us the jobs FIRST & then we can invest!

November 25, 2013 at 2:17 pm

So what is the name of this fund, what is the symbol for this

John St. Maurice
November 25, 2013 at 2:09 pm

You could buy his stock, Berkshire Hathaway. BRK-B

November 25, 2013 at 12:52 pm

This is wonderful.

November 25, 2013 at 12:32 pm

Interesting article but it doesn't id the fund(s). What's with that?