Diversification investment is deadly to portfolios

Diversification investment is deadly to portfolios, Buffett: We diversify substantially less than most investment operations. We might invest up to 40% of our net worth in a single security under conditions coupling an extremely high probability that our facts and reasoning are correct with a very low probability that anything could drastically change the underlying value of the investment.

How Buffett Structures His Long-Term Investment Portfolio

In his 1996 shareholder letter, Buffett explained in great detail how he structured his long-term investment portfolio. Many of the contents of this letter have been quoted repeatedly so far, and it can be regarded as a very important shareholder letter.

Why do stock prices automatically rise with inflation?

When inflation, prices raised, the revenue will increase according to the ratio of the price increase, and of course the net profit will also increase. The increase in revenue and net profit will naturally push up the stock price; because the valuation of the stock Will automatically increase with the increase in revenue and profit

The companies Buffett owns more than 20%

There are no technology stocks in the list of companies in which Buffett holds more than 20% of his shares. Why? What is the commonality? The significance of holding more than 20% of shares, several cases of Buffett holding large shares

How is banking investment different from other industries?

No one would expect bank stocks to rise sharply. Most of the time, the performance of bank stocks will underperform the market. The reason is simple. There are only two kinds of people who will buy bank stocks.

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