Where Data Tells the Story
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This stacked area chart tracks Warren Buffett’s portfolio sector, revealing a major pivot: Financial Services surged from 22.4% to 41.0%, while Technology dropped from 48.7% to 23.6%. Consumer Staples, Energy, and Other sectors saw modest gains, signaling a broader rebalancing.
🧠 Takeaway: Buffett is rotating out of tech and doubling down on financials — favoring cash flow, pricing power, and defensive moats.
📊 Analysis: