Gates safeguards his financial standings from inflation via these selected dividend-yielding securities
As of March 31, 2022, the latest publication reveals that there are three investments in the Bill & Melinda Gates Foundation Trust's portfolio that are particularly suitable as inflation protection. However, specific details about these top investments remain undisclosed due to a lack of explicit disclosure or reliable third-party filings.
The foundation, the world's largest private foundation, manages the wealth and finances of Bill and Melinda Gates. The tech sector makes up only 1.33% of the portfolio, while the financial sector accounts for over 50%. Warren Buffett's company, Berkshire Hathaway, makes up over 50% of the portfolio.
One investment that is publicly known is Walmart, which accounts for 2.28% of the Gates portfolio. Walmart is a true dividend heavyweight, having consistently increased its dividend for 49 years, and earnings per share could increase by 6% for fiscal year 2023. The company's current yield is 1.71%.
Another notable investment is Caterpillar, the world's largest manufacturer of construction equipment, which occupies an 8% position in the Gates portfolio. Caterpillar benefits from US President Biden's infrastructure plans, as a manufacturer of construction equipment. However, the company is currently experiencing supply chain disruptions. Despite this, revenue for Caterpillar's current fiscal year could increase by 27% to $54.88 billion, and earnings per share could increase by 31% for the current fiscal year.
In the current market situation, the foundation's trust holds some dividend stocks, such as Waste Management, the largest private waste company in the US, which makes up about 15% of Gates' portfolio.
Large foundations like the Bill & Melinda Gates Foundation often include inflation-protected securities such as Treasury Inflation-Protected Securities (TIPS), inflation-linked bonds, or real assets in their portfolios to hedge against inflation. However, without explicit disclosure or a reliable third-party filing or report specifying the foundation’s actual holdings as of that date, the precise top three inflation-protected investments cannot be identified.
For detailed and authoritative information, one would typically refer to the foundation’s annual investment reports, SEC filings (if applicable), or third-party investment analyses released shortly after that date. Since these are not included in the search results, the specific top inflation-protected investments remain undisclosed here.
- The Bill & Melinda Gates Foundation Trust's portfolio, managed by the world's largest private foundation, consists of investments in various sectors, with the financial sector accounting for over half of the portfolio.
- One of the publicly known investments of the foundation is Walmart, a dividend heavyweight, which holds a 2.28% position in the Gates portfolio.
- Another significant investment is Caterpillar, a manufacturer of construction equipment, occupying an 8% position in the Gates portfolio, and benefiting from US President Biden's infrastructure plans.
- Despite the lack of explicit disclosure about the top three inflation-protection investments of the foundation, large foundations like the Bill & Melinda Gates Foundation often include inflation-protected securities such as Treasury Inflation-Protected Securities (TIPS), inflation-linked bonds, or real assets in their portfolios.
