“股神”4连卖美股 改变投资策略?
(图:法新社)
(纽约8日综合电)“股神”巴菲特依然谨慎看待美股,截至今年第三季,已是连四季净卖出股票,他的波克夏公司所持有的现金部位已因而扩增至1492亿美元(约6200亿令吉)历史高水位。
根据最新公布的第三季财报,波克夏的股票投资项目录得19亿5000万美元净卖额,高于第二季的11亿美元,但低于第一季净卖出39亿美元。这已是巴菲特连四季净卖出美股。
波克夏的股票投资组合依然高度集中,在第三季,股票投资组合市值约为3320亿美元,苹果、美银、美国运通与可口可乐等4大持股占股票投资价值的70%。
该公司的个股及其价值如下:苹果(1372亿美元)、美国银行(485亿美元)、美国运通(267亿美元)和可口可乐(227亿美元)。
波克夏第三季净利103亿美元,只有去年同期301亿美元的大约三分之一,主要原因是投资的账面获利大缩水。去年同期投资账面获利创下248亿美元,今年则只有38亿美元。
https://www.sinchew.com.my/20211108/%E8%82%A1%E7%A5%9E4%E8%BF%9E%E5%8D%96%E7%BE%8E%E8%82%A1-%E6%94%B9%E5%8F%98%E6%8A%95%E8%B5%84%E7%AD%96%E7%95%A5%EF%BC%9F/
Singapore Investment
-
-
-
-
Cory Diary : Portfolio Updates14 hours ago
-
-
-
-
I have Achieved Lean FIRE!!15 hours ago
-
-
-
-
-
-
Best Fixed Deposit Rates in July 202521 hours ago
-
Bearing it all alone21 hours ago
-
-
-
-
-
-
-
-
-
The Art of Being Patient2 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20254 days ago
-
-
-
Portfolio (June 30, 2025)5 days ago
-
Portfolio (June 30, 2025)5 days ago
-
-
-
-
-
Month of June 20255 days ago
-
June 2025 Updates5 days ago
-
-
-
-
Batisht crazy!1 week ago
-
-
Will SORA crash to 1 per cent?1 week ago
-
-
Hello world!1 week ago
-
Cut back some exposure1 week ago
-
-
-
Buying an overseas home for retirement2 weeks ago
-
-
8 tips for house moving2 weeks ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio4 weeks ago
-
-
-
Thakral - Gem life deal finally coming?5 weeks ago
-
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]2 months ago
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 202410 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 202411 months ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-