Apple Inc. (AAPL): 5.9% of Berkshire Hathaway’s equity portfolio, valued at $177.8 billion. Bank of America Corp. (BAC): 13.0% of Berkshire Hathaway’s equity portfolio, valued at $31.7 billion. American Express Co. (AXP): 20.8% of Berkshire Hathaway’s equity portfolio, valued at $25.6 billion. Coca-Cola Co (KO): 9.3% of Berkshire Hathaway’s equity portfolio, valued at $23.5 billion. Chevron Corp (CVX): 5.9% of Berkshire Hathaway’s equity portfolio, valued at $15.7 billion. Occidental Petroleum Corporation (OXY): 25.9% of Berkshire Hathaway’s equity portfolio, valued at $12.8 billion. Kraft Heinz Co. (KHC): 26.5% of Berkshire Hathaway’s equity portfolio, valued at $11.9 billion. Moody’s Corporation (MCO): 13.5% of Berkshire Hathaway’s equity portfolio, valued at $9.2 billion. Mitsubishi Corp. (MTSUY): 8.3% of Berkshire Hathaway’s equity portfolio, valued at $5.7 billion. Itochu Corp. (ITOCY): 7.5% of Berkshire Hathaway’s equity portfolio, valued at $4.8 billion.
巴菲特是股神，年收益大于大盘。他每年买的股票大家也都看得到。为什么大家不就按照他买的来买呢？
Apple Inc. (AAPL): 5.9% of Berkshire Hathaway’s equity portfolio, valued at $177.8 billion. Bank of America Corp. (BAC): 13.0% of Berkshire Hathaway’s equity portfolio, valued at $31.7 billion. American Express Co. (AXP): 20.8% of Berkshire Hathaway’s equity portfolio, valued at $25.6 billion. Coca-Cola Co (KO): 9.3% of Berkshire Hathaway’s equity portfolio, valued at $23.5 billion. Chevron Corp (CVX): 5.9% of Berkshire Hathaway’s equity portfolio, valued at $15.7 billion. Occidental Petroleum Corporation (OXY): 25.9% of Berkshire Hathaway’s equity portfolio, valued at $12.8 billion. Kraft Heinz Co. (KHC): 26.5% of Berkshire Hathaway’s equity portfolio, valued at $11.9 billion. Moody’s Corporation (MCO): 13.5% of Berkshire Hathaway’s equity portfolio, valued at $9.2 billion. Mitsubishi Corp. (MTSUY): 8.3% of Berkshire Hathaway’s equity portfolio, valued at $5.7 billion. Itochu Corp. (ITOCY): 7.5% of Berkshire Hathaway’s equity portfolio, valued at $4.8 billion.
啊哈哈哈哈
1. 滞后：等每个季度的仓位通过13F报告出来的时候，股价已经不一样了；同理，等人家卖出的时候你也只能等下季度13F报告才知道，这样一进一出都无法做到同步
2. 人家很大程度上是通过全资公司来赚钱，这部分普通小股民学不来
3. Dividend再投资的时间节点和现金头寸的多少也学不来，人家也不会及时披露这些信息
直接买BRK.B可能是个方法，但是二把手的去世加上老巴本身年事已高，如果还有20+年的投资周期，以后BRK能不能复制过去的表现没有人知道，这也是为什么大家都推荐全市场或者标普指数投资，因为你能间接持有BRK。即使未来表现不如意，指数本身已经进行了优胜劣汰，自动帮你清洗掉losers
During the financial crisis of 2011, Warren Buffett invested $5 billion in Bank of America stocks 1. This investment helped to shore up confidence in one of America’s biggest banks and proved to be one of the most lucrative deals of his career 1. The deal involved Berkshire Hathaway investing $5 billion in cash to Bank of America, in return for $5 billion worth of preferred shares, which were redeemable at a 5% premium and paid a 5% annual dividend. Berkshire also received stock warrants granting it the right to buy 700 million of the bank’s common shares at a price of $7.14 per share 2. The deal terms echoed Buffett’s bailouts of Goldman Sachs and General Electric during the 2008 financial crisis 1.
因为他能拿到的deal我拿不到啊