Steve Ballmer Keeps Over 80% of His $151 Billion Portfolio in Microsoft Stock

The former Microsoft CEO credits his unconventional strategy to simplicity and loyalty, despite diverging from traditional investment advice.

Steve Ballmer holds more than 80% of his investment portfolio in Microsoft stock, with the remainder in index funds.
Ballmer, worth $151 billion, attributes his financial success to loyalty to Microsoft and a simplified investment approach inspired by Warren Buffett.
Microsoft's stock has delivered an average annual return of 29% in recent years, significantly outperforming the S&P 500's 13% average return.
The tech giant's strong performance has been driven by its leadership in AI, including investments in OpenAI and other startups, boosting its market cap above $3 trillion.
Ballmer has moved away from private equity investments and advises everyday investors to focus on simplicity unless they are willing to become experts.