Berkshire Hathaway (NWS)BRK.A, BRK.B) yog ib lub tuam txhab tuav pov hwm uas paub zoo tshaj plaws rau nws tus thawj tswj hwm tus thawj coj (CEO) Warren Buffett-tseem hu ua Oracle ntawm Omaha. Buffett tau tsim lub tuam txhab rau ntau xyoo lawm thiab yog ib tus neeg muaj nyiaj tshaj plaws hauv ntiaj teb nrog kwv yees li ntawm $ 106.3 billion net muaj nqis txij li lub Kaum Ob Hlis 2022.
Berkshire Hathaway tau pib ua lub tuam txhab tsim khoom lag luam uas Buffett pib nrhiav tau cov khoom thaum ntxov hauv nws txoj haujlwm. Thaum xyoo 1965, nws tau tswj hwm lub tuam txhab ncaj qha. Buffett sai sai tau pib tawm ntawm kev lag luam textile zeb thiab ntxiv kev lag luam los ntawm lwm yam industries suav nrog kev tuav pov hwm, khw muag khoom, thiab xov xwm rau Berkshire tag nrho cov ntaub ntawv. Berkshire muaj ib tug kev ua lag luam muaj peev txheej ntawm $ 676.23 nphom raws li lub Kaum Ob Hlis 26, 2022.
Buffet tau tsim lub koob npe nrov raws li keeb kwm ntawm cov tub ua lag luam loj tshaj plaws, uas ua rau Berkshire Hathaway cov khoom lag luam nyiam los ntawm lwm cov tub ua lag luam.
Ntsiab Cai
- Berkshire Hathaway yog ib pawg ntawm cov tuam txhab sib txawv.
- CEO Warren Buffett yog ib lub sijhawm ntev, yuav-thiab-tuav cov tub lag luam uas tsom mus rau tus nqi.
- Buffett cov peev txheej thiab cov kev xaiv ua rau cov ntaub ntawv khaws cia nrog tsawg dua qhov nruab nrab volatility.
- Lub tuam txhab muaj ob chav kawm ntawm cov khoom lag luam - qhov kim dua Class A shares thiab cov nqi pheej yig dua Class B shares, uas haum rau txhua tus tub ua lag luam.
- Berkshire's Class B shares yog tib qho uas tuaj yeem haum rau hauv IRA vim tias muaj kev txwv txwv los ntawm IRS.
Lub Berkshire Hathaway Portfolio
Berkshire Hathaway yog ib koom ua ke ntawm cov tuam txhab sib txawv. Nws kuj tau nqis peev hauv cov tuam txhab lag luam lag luam. Cov kev hloov pauv tau ua los ntawm Buffett hauv Berkshire cov ntaub ntawv feem ntau txav cov nqi ntawm cov tuam txhab lag luam pauv thiab tau txais kev tshaj tawm xov xwm tseem ceeb. Nws cov khoom lag luam zoo tshaj plaws rau pej xeem thaum Lub Kaum Ob Hlis 31, 2021, suav nrog:
- Kua (AAPL) nrog $ 157.5 billion ceg txheem ntseeg, muaj 5.4% ntawm lub tuam txhab thev naus laus zis
- Bank of America (BAC) nrog rau $ 45 billion ceg txheem ntseeg, muaj 12.3% ntawm lub txhab nyiaj
- American Express (AXP) nrog rau $ 25 billion ceg txheem ntseeg, muaj 19.6% ntawm lub tuam txhab credit card
- Coca-Cola (KO) nrog rau $ 24 billion ceg txheem ntseeg, muaj 9.3% ntawm lub tuam txhab dej haus
Warren Buffett's Management Style
Buffett yog lub sijhawm ntev, muas-thiab-tuav investor tsom rau tus nqi. Nws tau paub ntev los tsom nws cov peev txheej ntawm cov tuam txhab uas nws paub. Xws li, nws feem ntau zam kev pheej hmoo siab dua, momentum npe. Nws qhov kev nyiam yog rau cov lag luam tsim tau zoo, kev loj hlob qeeb. Buffett feem ntau ua kev nqis peev nrog cov phiaj xwm tuav lawv tsawg kawg 10 xyoo.
Ib qho ntawm Buffett cov lus tshaj tawm yog, "Nws yog qhov zoo dua los yuav lub tuam txhab zoo ntawm tus nqi ncaj ncees dua li lub tuam txhab ncaj ncees ntawm tus nqi zoo."
Berkshire's 2015 yuav ntawm Precision Castparts rau $ 235 ib feem ntawm cov nyiaj ntsuab diverged me ntsis los ntawm Buffett cov kev nqis peev ib txwm muaj. Txawm hais tias Precision poob rau hauv qeb ntawm kev lag luam uas Buffett nyiam nyiam, Berkshire tau them 21% hwm ib feem los yuav nws, tawm ntawm Buffett qhov kev nyiam rau tus nqi zoo hauv nws cov lag luam.
Thaum Lub Tsib Hlis 1, 2021, Berkshire Hathaway tus lwm thawj coj, Charlie Munger, tshaj tawm tsis raug cai tias Greg Abel yuav ua lub luag haujlwm ntawm CEO thaum Buffett nws thiaj li nqis los. Abel yog CEO ntawm Berkshire Hathaway Zog thiab Tus Lwm Thawj Coj hauv kev saib xyuas cov haujlwm tsis yog kev pov hwm.
Thaum Lub Tsib Hlis 1, 2021, Berkshire Hathaway tus lwm thawj coj, Charlie Munger, tshaj tawm tsis raug cai tias Greg Abel yuav ua lub luag haujlwm ntawm CEO thaum Buffett nws thiaj li nqis los. Abel yog CEO ntawm Berkshire Hathaway Zog thiab Tus Lwm Thawj Coj hauv kev saib xyuas cov haujlwm tsis yog kev pov hwm.
Berkshire Hathaway's Performance
Buffett txoj kev nqis peev style thiab kev xaiv ua rau kev saib xyuas portfolio tag nrho, nrog tsawg dua qhov nruab nrab volatility. Lub hauv paus ntsiab lus ntawm pheej hmoo thiab rov qab los qhia tias cov khoom lag luam uas muaj kev pheej hmoo qis dua kuj tseem muaj peev xwm rov qab qis dua.
Buffett tau xa cov khoom xa rov qab siab tshaj qhov nruab nrab hauv lub sijhawm ntev. Los ntawm 1965 txog 2020, qhov nruab nrab txhua xyoo rov qab rau Berkshire shares yog 20%, thaum lub S&P 500 xa rov qab ib xyoos ib zaug 10.2%.
Cov neeg ua lag luam nyiaj tau los yuav pom qhov tsis muaj dividend yield raws li ib qho ntawm cov teeb meem ntawm kev nqis peev hauv Berkshire Hathaway Tshuag. Berkshire tsuas yog them nyiaj faib ib zaug hauv xyoo 1967.
Rau cov neeg xav txog Berkshire Hathaway ua ib qho tus account nyiaj laus (IRA) tuav, qhov no tsis tshua muaj kev txhawj xeeb, vim tias kev rho tawm ntawm IRA cov nyiaj feem ntau tsis pom zoo kom txog thaum tus neeg muaj hnub nyoog 59½.
Ob Chav Qhia
Ib qho tshwj xeeb tshaj plaws ntawm Berkshire Hathaway Tshuag yog nws cov nqi Tshuag. Nws yeej tsis tawg. Lub Kaum Ob Hlis 23, 2022, Berkshire Hathaway's Chav A Sib Koom (BRK.A) kaw ntawm $463,400 ib feem. Qhov no ua rau txawm tias ib qho kev yuav khoom tawm ntawm ntau tus tub ua lag luam. Buffett paub meej tias nws nyiam nyiam cov tub ua lag luam mus sij hawm ntev uas tsis yog cov tub luam.
Hauv xyoo 1996, Buffett tau lees paub ib nrab, tshaj tawm a Class B block ntawm shares ua kom nws lub tuam txhab nkag tau yooj yim dua. Cov shares no tau ua 50-rau-1 Tshuag sib faib thaum Lub Ib Hlis 2010 thiab kaw ntawm $ 306.49 ib feem ntawm lub Kaum Ob Hlis 23, 2022.
Nws yog qhov tseem ceeb tsis muaj qhov sib txawv ntawm cov shares sab nraud ntawm tus nqi Tshuag. Kev lag luam yooj yim yog qhov zoo tshaj plaws ntawm kev muaj Berkshire Hathaway Class B shares.
Puas yog Berkshire Hathaway haum rau hauv IRA Account?
Rau feem ntau cov tub ua lag luam, Class B shares yog tib txoj kev xaiv thaum nrhiav ntxiv Berkshire Hathaway rau IRA. Qhov nyiaj pab ntau tshaj txhua xyoo rau IRA yog $ 6,000 ib xyoos rau 2022, nce mus txog $ 6,500 rau 2023. Cov neeg uas muaj 50 xyoo thiab laus dua tuaj yeem ua tau ntxiv pab txhawb nqa ntawm $ 1,000.
Qhov no txhais tau tias Class A shares tsis yog ib qho kev xaiv tshwj tsis yog tias tus neeg ua lag luam tau tsim cov ntaub ntawv loj loj. Class B shares yog nyob rau hauv ncav cuag ntawm tag nrho cov tub ua lag luam.
Mutual funds thiab cov nyiaj sib pauv hloov pauv (ETFs) uas muaj ntau qhov sib txawv ntawm cov ntaub ntawv tsim tau zoo, cov npe loj-cap feem ntau pom zoo raws li cov nyiaj laus cov nyiaj laus. Kev yuav cov khoom ntawm Berkshire Hathaway yog zoo li kev yuav cov khoom ntawm cov peev txheej loj. Class B shares tuaj yeem ua kom muaj kev tuav pov hwm zoo hauv cov nyiaj laus.
Cov kab hauv qab
Cov ntaub ntawv pov thawj ntawm cov lag luam tsim tau zoo uas tuaj yeem ua haujlwm tau zoo nyob rau hauv feem ntau ntawm kev lag luam ib puag ncig ua rau Berkshire Hathaway kev nqis peev uas tsim nyog rau feem ntau IRA cov nyiaj. Buffett's style ntawm kev nqis peev rau lub sijhawm ntev ua tau zoo nrog lub sijhawm ntev ntawm IRA cov nyiaj.
Cov menyuam ua lag luam tuaj yeem siv cov khoom lag luam los ua ib qho tseem ceeb ntawm kev tuav mus ntev rau kev loj hlob portfolios. Cov neeg so haujlwm yuav muaj peev xwm tswj tau qhov kev faib nyiaj qis dua hauv lawv cov ntaub ntawv tag nrho nrog kev txuag peev yog qhov tseem ceeb. Txawm li cas los xij, cov khoom lag luam tseem xav tau nyob rau hauv cov ntaub ntawv no los pab ua ntej ntawm kev nce nqi, thiab Berkshire Hathaway tuaj yeem yog qhov kev xaiv zoo tshaj plaws los ua kom tiav qhov ntawd ntawm cov ntaub ntawv.
Tau qhov twg los: https://www.investopedia.com/articles/personal-finance/112315/berkshire-hathaway-stock-suitable-your-ira-or-roth-ira.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr= yahoo