Feem ntau S&P 500 cov tub ua lag luam muaj ib qho ob peb qaib ntxhw xyoo no. Thiab Warren Buffett tsis muaj qhov zam.
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Txawm tias cov neeg lag luam nto moo hauv ntiaj teb tab tom tuav 12 cov nyiaj poob lag luam loj xyoo no, suav nrog kev ua si thev naus laus zis Paj daus (daus), nyiaj txiag Nu Holdings (NU) thiab cov neeg siv khoom txiav txim siab RH (RH), hais tias Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. Tag nrho cov no Berkshire Hathaway (BRKB) tuav tau qis dua 35% xyoo no.
Zuag qhia tag nrho, Buffett's Berkshire Hathaway yog muaj lub xyoo zoo. Shares ntawm diversified peev tuam txhab uas muag tau nce ntau tshaj 4.9% xyoo no. Thiab qhov ntawd yog qhov tsim nyog thaum S&P 500 nws tus kheej poob ntau dua 16%.
Tab sis txawm tias Oracle ntawm Omaha muaj S&P 500 cov khoom lag luam uas ua rau nws raug nqi nyiaj ntau.
Tsis muaj leej twg zoo meej: Tsis yog Warren Buffett
Yog tias koj muaj lub sijhawm nyuaj hauv kev ua lag luam xyoo no, paub tias Buffett ib yam nkaus.
Zuag qhia tag nrho, Buffett muaj kev poob ntau dua li cov yeej xyoo no. Tshwj xeeb, 38 ntawm nws 50 cov khoom lag luam feem ntau tau teev tseg hauv Asmeskas, lossis ze li 75% ntawm nws txoj haujlwm, poob rau xyoo. Qhov ntawd yog me ntsis phem dua li "tus nqi ntaus" ntawm S&P 500, qhov twg 7o% ntawm cov khoom lag luam hauv qhov ntsuas tau nqis.
Buffett cov neeg poob xyoo no, ib yam nkaus, suav nrog nws txoj haujlwm loj tshaj plaws uas suav txog kwv yees li 40% ntawm nws tag nrho cov ntaub ntawv: Kua (AAPL). Shares ntawm Apple yog lagging S&P 500, poob ntau dua 18% xyoo no.
Tus nqi ntawm Berkshire Hathaway tsuas yog nce xyoo no vim qee qhov khoom lag luam loj heev. Thiab qhov ntawd yog qhov tsis txaus ntseeg thaum nws tuav qee qhov kev sib tw loj zoo nkauj xyoo no.
Buffett's Melting Snowflake
Yog tias koj tab tom nrhiav Buffett lub qhov muag dub loj tshaj plaws xyoo no, nws yog Snowflake. Shares ntawm lub tuam txhab kev lag luam huab tau poob qis 58% xyoo no.
Luckily rau Buffett, Berkshire Hathaway txoj haujlwm hauv Snowflake tsis loj, muaj nuj nqis tsuas yog $ 864 lab. Nws tsuas muaj 1.9% ntawm lub tuam txhab. Tab sis qhov poob loj tseem stings, tshem tawm $ 1.2 nphom los ntawm tus nqi ntawm nws txoj haujlwm tam sim no.
Qhov kev poob qis loj no qhia txog vim li cas Buffett zam cov khoom lag luam thev naus laus zis tau ntau xyoo. Lawv cov lag luam - thiab cov khoom lag luam - tuaj yeem hloov pauv tsis zoo. Tab sis Buffett zoo li tau pom lub tuam txhab thev naus laus zis nrog cov hauv paus ruaj khov.
Snowflake tseem xav tias yuav ua kom tau txais txiaj ntsig ntawm $ 56 lab, lossis 17 xees ib feem, xyoo no. Cov nyiaj tau los hloov kho ntawd yog nce 1,600% los ntawm lub xyoo dhau los. Thiab cov nyiaj tau los xyoo no ntawm Snowflake pom tau dhia ze li ntawm 68%.
Amazingly, technology yog tam sim no Buffett tus No. 1 sector ntawm ze li ntawm 42% ntawm Berkshire Hathaway portfolio.
Lwm Tus Losers Loj Rau Buffett
Nws yog xyoo dhau los rau Buffett qhov kev nyiam tshaj plaws: nyiaj txiag. Tab sis nws tseem coj ib co pob nyob rau ntawd thiab.
Buffett's No. 2 cov khoom lag luam phem tshaj plaws ntawm qhov feem pua ntawm kev hloov pauv xyoo no yog Nu Holdings, lub tuam txhab kev pabcuam nyiaj txiag digital feem ntau ua haujlwm hauv South America. Nws muaj credit thiab debit cards ntxiv rau cov kev pab them nqi mobile.
Tab sis kev sib koom tau poob qis 55% xyoo no, tshem tawm $ 552 lab tus nqi los ntawm Berkshire Hathaway txoj haujlwm tam sim no. Ib zaug ntxiv, nws tsis yog txoj haujlwm loj rau Berkshire Hathaway, uas tsuas yog muaj 3% ntawm Nu's shares zoo heev. Tab sis nws cov khoom lag luam yog qhov ua tsis tau zoo ntawm Nyiaj Txiag Xaiv Sector SPDR ETF (XLF), uas tsuas yog qis dua 9% xyoo no.
Thiab dua, cov hauv paus ntsiab lus ntawm Nu tab tom txhim kho txawm tias cov khoom lag luam implodes. Nu tsuas yog xav tias yuav poob ib qho nyiaj hloov pauv ib feem hauv 2022, zoo dua li 10 xees ib xyoos uas nws poob hauv 2021. Cov nyiaj tau los pom tau nce 154%.
Ib tug ntawm Buffett tus loj tshaj duds uas dings cov ntaub ntawv ib tug me ntsis ntxiv yog high-end rooj tog neeg muag khoom RH. Berkshire Hathaway muaj ze li ntawm 10% ntawm lub tuam txhab, uas tau pom nws cov Tshuag poob ze li ntawm 49% xyoo no. Qhov kev sib tsoo ntawd tau rhuav tshem ntau dua $ 615 lab hauv tus nqi los ntawm Berkshire txoj haujlwm tam sim no.
Thiab tsis zoo li lwm cov nyiaj poob lag luam uas cov peev txheej tau tuav, RH cov txiaj ntsig tau nce mus rau me ntsis. Lub tuam txhab hloov kho cov nyiaj tau los ntawm ib feem tau pom tias poob 8% xyoo no thiab lwm 15% xyoo tom ntej.
Yog lawm, ib xyoos yog lub sijhawm luv dhau los ntsuas Buffett. Nws yog ib tug neeg ua lag luam mus sij hawm ntev. Tab sis nws tseem ceeb heev uas yuav tsum nco ntsoov tias nws tsis ntshai pov rau hauv daim phuam ntawm cov khoom tsis zoo.
Warren Buffett cov khoom lag luam phem tshaj plaws xyoo no
Tam sim no US-listed tuav cia feem ntau nyob rau hauv feem pua
| lub tuam txhab | cim | Xyoo-rau-hnub % Tshuag ch. | Unrealized poob ntawm tam sim no tuav ($ lab) | Sector |
|---|---|---|---|---|
| Paj daus | (daus) | -58.4% | - $ 1,210 | Information Technology |
| Nu Holdings | (NU) | -55.0 | - $ 553 | Nyiaj txiag |
| RH | (RH) | -48.7 | - $ 616 | Tus Neeg Siv Khoom Siv Tawm |
| Pem teb & Decor Holdings | (FND) | -45.5 | - $ 282 | Tus Neeg Siv Khoom Siv Tawm |
| Nyiaj Pov Xyooj | (TXHUA) | -45.2 | - $ 646 | Nyiaj txiag |
| Amazon.com | (AMZN) | -43.6 | - $ 776 | Tus Neeg Siv Khoom Siv Tawm |
| Daim Ntawv Sib Txuas Lus | (CHTR) | -41.0 | - $ 1,024 | Cov Kev Sib Txuas Lus |
| Celanese | (CE) | -40.0 | - $ 653 | ntaub ntawv |
| StoneCo | (STNE) | -37.2 | - $ 67 | Information Technology |
| DaVita | (DVA) | -36.6 | - $ 1,504 | Health Care |
| Paramount Ntiaj teb no | (LUB NEEJ) | -36.2 | - $ 998 | Cov Kev Sib Txuas Lus |
| Liberty Latin America | (PURPLE) | -35.2 | - $ 1,504 | Cov Kev Sib Txuas Lus |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/sp500-these-are-warren-buffetts-biggest-stock-mistakes-this-year/?src=A00220&yptr=yahoo