1. Buffett praises core holdings like AAPL, AXP, KO, MCO; suggests buying on dips. 2. Buffett boosts Japan exposure and invests in Constellation Brands amid tariff threats. 3. He sells S&P ETFs while S&P 500 records 22% annual gains; traders may react. 4. Berkshire’s cash surges, and Buffett signals leadership change to Greg Abel soon.
Though Buffett exited S&P ETFs, his intent reflects portfolio rebalancing rather than a rejection of the S&P 500. Historical moves by Buffett often guide selective trades without shifting overall market fundamentals.
Buffett’s annual letter and notable S&P ETF sell-off can influence market sentiment and trading behavior. Still, the overall strength of the S&P 500, exemplified by record gains, limits drastic price changes.
The news might trigger immediate trading adjustments—especially via leveraged funds—while long-term S&P fundamentals remain robust.