巴菲攥了两千七百亿现金
版主: 牛河梁, alexwlt1024
#1 巴菲攥了两千七百亿现金
Warren Buffett raises Berkshire cash level to record $277 billion after slashing stock holdings
体量太大,买不到足够的价值股票,现金比例高,会导致巴菲输给大盘的
体量太大,买不到足够的价值股票,现金比例高,会导致巴菲输给大盘的
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#3 Re: 巴菲攥了两千七百亿现金
大盘腰斩的话,不动就赢了。jiml 写了: 2024年 8月 3日 12:56 Warren Buffett raises Berkshire cash level to record $277 billion after slashing stock holdings
体量太大,买不到足够的价值股票,现金比例高,会导致巴菲输给大盘的
There are two ways to conquer and enslave a country. One is by the sword. The other is by debt. - John Adams
#5 Re: 巴菲攥了两千七百亿现金
老兄是全仓?
There are two ways to conquer and enslave a country. One is by the sword. The other is by debt. - John Adams
#8 Re: 巴菲攥了两千七百亿现金
QQQ 砍掉30%也就是四年前的位置。
There are two ways to conquer and enslave a country. One is by the sword. The other is by debt. - John Adams
#14 Re: 巴菲攥了两千七百亿现金
放着买国债就是5.3%jiml 写了: 2024年 8月 3日 12:56 Warren Buffett raises Berkshire cash level to record $277 billion after slashing stock holdings
体量太大,买不到足够的价值股票,现金比例高,会导致巴菲输给大盘的
#18 Re: 巴菲攥了两千七百亿现金
Berkshire总资产1 T, $277 b才是1/4仓现金
jiml 写了: 2024年 8月 3日 12:56 Warren Buffett raises Berkshire cash level to record $277 billion after slashing stock holdings
体量太大,买不到足够的价值股票,现金比例高,会导致巴菲输给大盘的