Berkshire Hathaway’s most recent portfolio update, based on filings as of Q3 2024, reveals several key holdings and recent changes: Top Holdings: 1.$蘋果 (AAPL.US)$26.2% of the portfolio, valued at $69.9 billion. Despite recent trimming of the stake, Apple remains the largest holding. 2.$美國運通 (AXP.US)$15.4%, valued at $41.1 billion. 3.$美國銀行 (BAC.US)$11.9%, worth $31.7 billion, though the stake was reduced by 23% in Q3. 4.$可口可樂 (KO.US)$10.8%...
Since Donald Trump's election win on Nov. 6, the "Trump trade" has accelerated, driving U.S.$美國10年期國債收益率 (US10Y.BD)$to 4.5%, the dollar index past 108,$比特幣 (BTC.CC)$near $100,000, and gold prices lower. Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Portfolio diversification is the strategy of spreading investments across different assets, sectors, industries, and geographical regions to reduce the overall risk of the portfolio. The idea is that by holding a variety of investments, the overall performance of the portfolio will be less dependent on the performance of any single investment, reducing the risk of large losses. Why is Portfolio Diversification Important? 1. Risk Reduction: Diversification...
With Trump’s victory, his pro-business policies and potential tax cuts could positively affect the U.S. economy by encouraging corporate growth and investment. However, trade tensions and deregulation may add some economic uncertainty. The industries I will focus On: • Energy: Traditional energy may benefit from deregulation. Stocks to monitor:$埃克森美孚 (XOM.US)$$雪佛龍 (CVX.US)$ • Defense: Increased def...
Donald Trump wins US presidency, igniting a "Trump Trade" surge in financial markets.$特朗普媒體科技集團 (DJT.US)$was the most volatile, skyrocketing over 35% in pre-market trading on Wednesday.$特斯拉 (TSLA.US)$shares climbed more than 15%, while$比特幣 (BTC.CC)$briefly surpassed $75,000, reaching a record high. Among major assets, the U.S. Dollar Index climbed as much as 1.6%, reaching its highest level in a year. U.S. Trea...
Old Timer Trader : 他沽出了800億美元的蘋果股票。僅僅一年前,他曾表示蘋果是他永遠不會賣出的股票… 你可以解釋一下嗎?
Value trading : 他什麼時候說過他永遠不會賣出蘋果股票?我不確定你從哪得到這個信息。