What Bill Gates’ Investments Look Like

Bill Gates has come a long way to stake his claim as one of the richest man on Planet Earth. Along with long-time friend Paul Allen, Bill Gates founded Microsoft in 1975. Before Microsoft evolved as the technological phenomenon that it is known as today, the entity was a mere partnership. After overcoming several obstacles over the first few years, Microsoft grew tremendously in terms of revenue and staff between 1979 and 1981. Bill Gates became Microsoft’s President and Chairman of the Board in 1981.

Bill Gates

In March 1986, Microsoft became a publicly traded firm with an IPO of $21 per share.  It was at that time that Bill Gates earned his first of many millions.  One year later, Bill Gates was on the Forbes top 400 List as a billionaire. Bill Gates was #1 on the Forbes 400 list from 1993-2007.

Even though Bill Gates resigned from Microsoft on February 4th 2014, he still invests a significant chunk in his former company.  Microsoft has taken up a huge chunk (15%) of Bill Gates investments and net worth.

As of August 2016, Bill Gates is the richest person in the world with a net worth of $78.6 billion dollars. In this article, we will analyze some key components of Bill Gates’ investments.

Cascade Investments Group

Cascade Investment Group

Cascade Investment LLC is Bill Gates’s investment vehicle. The company was founded in 1995.  Ever since then, Bill Gates has left the managing duties of this Cascade Investing group to Michael Larson. In addition to making venture capital investments, the firm invests in the public equity, alternative and bond markets of the United States.

Bill Gates Cascade Investments is an asset management group that primarily invests in the personal wealth of Bill Gates. According to the Financial Times, the Cascade Investments’ portfolio is managed under the umbrella of the Bill and Melinda Gates Foundation Trust. The entity employs a global investment strategy that extends itself among several asset classes. Bill Gates put his full faith and trust in Michael Larson with regards to his investments.  As you will see, Gates was completely justified in doing so.

Success of Cascade Investments

Cascade Investments LLC has enjoyed a wide range of success since its inception in 1995. Michael Larson is the key to the firm’s success. It was reported that Cascade Investments has generated a compound annual return of about 11% since 1995. At the time the company started, Bill Gates’ net worth was 5 billion dollars. Bill Gates has amassed his current net worth largely due to the investment decisions of Michael Larson. Michael Larson has diversified Bill Gate’s portfolio into Cascade Investments holdings such as Canadian National Railway Co, Coca-Cola Femsa SAB de CV and Berkshire Hathaway Inc.

In addition, Cascade Investments owns 45% of the Four Seasons Hotel. They increased their stake of Strategic Hotels and Resorts to nearly 10% last year. The success of Cascade Investments could be seen in the fact that Bill Gates has accumulated wealth that surpasses the extra money that Bill Gates had invested philanthropically. To date, Bill Gates has invested more than $38 billion dollars to his charitable foundation.

Bill Gate’s Investments For Good

There is no question that Bill Gates’ investing has furthered initiatives in key societal issues such as education and poverty.  This can be seen in the vast number of Bill Gates Foundation Investments. The Gates Millennium Scholar Program has committed $1.37 billion dollars to the United Negro College Fund. The Gates foundation has invested 7.28 million dollars to the Gateway to College Fund. The Gateway to College Fund is a program that makes it easier for colleges to serve students in need of remedial academic help.

In addition, the Gates foundation invested 23 million dollars in Achieve Inc., and the American Diploma Project Network. This initiative assists states in assuring that high school standards are aligned with college and career expectations.

In terms of poverty initiatives, the Gates Foundation invested 35 million dollars in the Alliance for Financial Inclusion (AFI). The Alliance for Financial Inclusion is a coalition of developing nations that made financial services available for individuals that live on less than $2 a day.

24 million dollars was given to the Consultative Group to Assist the Poor (CGAP).  This was done for the purpose of enhancing the use of technologies that are used for microfinance projects.  In addition, the Bill Gates Foundation has invested more than $155 million dollars in three separate initiatives that support small farmers.


 

The Giants of Silicon Valley

January 2, 2021 Update: We have just announced our BEST STOCK NEWSLETTER of 2020 AWARD!

CLICK HERE to find out which stock newsletter was up 78% in 2020 (and whose 2019 picks are now up 113%).

*** Our Award for BEST STOCK NEWSLETTER of 2020 ALERT ***

Updated January 2, 2021

At WallStreetSurvivor, we subscribe to dozens stock recommendation and advisory newsletters. There is ONE newsletter that is constantly outperforming all of the others--The Motley Fool Stock Advisor.

Five of their 2020 stock picks have doubled and the average return of all 24 of their stock picks for 2020 is up 78%!

We have been tracking ALL of the Motley Fool stock picks since January 2016. That's 5 years and 120 stock picks. As of Friday, January 1, 2021 the Motley Fool's January stock pick (TSLA) is up 720%, their March pick (ZM) is up 172%, their April pick of SHOP is up 226% and their June pick CRWD is up 120%; and another two have more than doubled. In addition, 10 of their 2019, 12 of their 2018, 11 of their 2017, 15 of their 2016. Most impressively, over the last 5 years that we have been tracking every recommendation, their average stock pick is up 209%--tht means over the last 5 years their stock picks, on average, have TRIPLED!

Now no one can guarantee that their next picks will be as strong, but our 5 years of experience has been super-profitable. The important thing about the Fool stock picks is you have to buy them the day they are recommended because they usually pop 5-10% in the first 72 hours after the release their recommendation. You sure don’t want to risk missing out on their next pick.

Normally the Fool service is priced at $199 per year but they are currently offering a NEW SUBSCRIBER DISCOUNT that allows you to get theiir next 24 stock picks for just $99/year. HERE is the LINK to visit their New Subscriber Discount page.

CLICK HERE to get access to all The Motley Fool’s Stock Picks and their next 12 months of picks for just $99 per Year! 



GET UP TO $1,000 IN FREE STOCK

WHEN YOU OPEN A ROBINHOOD BROKERAGE ACCOUNT

Robinhood was the first brokerage site to NOT charge commissions when they opened in 2013. They just past 10,000,000 accounts and to celebrate they are offering up to $1,000 in free stock when you open a new account.

Here’s the details: You must click on a special promo link to open your new Robinhood account. Then when you fund your account with at least $10, you will receive one stock valued between $5 and $500. Then, you will get a link to share with your friends. Every time one of your friends opens an account, you will receive another free stock valued between $5 and $500. Click here to learn more about this Special Robinhood offer.

Claim your free stock NOW (before it’s too late)



One response to “What Bill Gates’ Investments Look Like”

  1. concerned reader says:

    you have the logo of cascade investment wrong…