Warren Buffett nyiam cov nyiaj qiv nyiaj - tshwj xeeb yog cov uas ua raws li S&P 500.
"Nyob rau hauv kuv txoj kev xav, rau cov neeg feem coob, qhov zoo tshaj plaws yog ua yog tus tswv ntawm S&P 500 index fund," nws ib zaug hais.
Tsis nco
Tab sis lub tswv yim ntawd yuav tsis zoo nyob rau hauv ib puag ncig kev lag luam tam sim no raws li Bank of America lub taub hau ntawm US kev ncaj ncees thiab ntau lub tswv yim Savita Subramanian.
"Qhov phem tshaj plaws los tuav yog S&P 500 wholesale," nws hais rau CNBC.
Txawm hais tias ua raws li qhov ntsuas ntsuas tau ua haujlwm tau zoo nyob rau kaum xyoo dhau los, Subramanian taw qhia tias qhov chaw nyob tam sim no txawv.
"S&P 500 tam sim no yog kim - nws muaj neeg coob heev. Nws yog tus neeg coob coob tshaj plaws hauv ntiaj teb yog tias koj xav txog nws los ntawm qhov ntsuas qhov ntsuas. "
Nws tseem nyiam Buffett txoj hauv kev rau lub sijhawm ntev. Tab sis ntxiv tias cov tub ua lag luam muaj lub sijhawm sib txawv.
"Yog tias koj tau txais lub sijhawm 10 xyoo, tuav S&P 500 thiab saib thiab tos," nws hais. "Tab sis yog tias koj tab tom xav txog dab tsi yuav tshwm sim ntawm tam sim no thiab cia peb hais 12 lub hlis tom ntej, kuv tsis xav tias hauv qab yog nyob rau hauv."
Tau kawg, qhov ntawd tsis tau txhais hais tias koj yuav tsum tau them tag nrho ntawm cov khoom lag luam. Nov yog saib dab tsi Subramanian tseem nyiam hauv kev ua lag luam niaj hnub no.
Cov kaus mom me me
Thaum Subramanian tsis pom lub kaus mom loj-tsim S&P 500 txaus nyiam tam sim no, nws pom lub sijhawm hauv qhov chaw me me.
Nws hais tias "Yog tias koj xav txog qhov ntsuas me me, nws yog tus nqi hauv kev tsaws nyuaj, qhov tob, kev lag luam tob," nws hais.
"Peb xav tias lawv yuav zoo. Peb xav tias peb yuav tau txais kev lag luam poob qis, tab sis nws yuav yog qhov kev sib tw zoo dua. "
Cov tub lag luam tuaj yeem siv ETFs kom tau txais kev cuam tshuam rau cov tuam txhab me me. Cov nyiaj xws li Vanguard S&P Small-Cap 600 ETF (VIOO) thiab iShares Russell 2000 ETF (IWM) tuaj yeem muab qhov pib zoo rau kev tshawb fawb ntxiv.
zog
Subramanian tau ntev lawm bullish ntawm lub zog.
"Kuv yuav nrhiav cov haujlwm uas tau txais txiaj ntsig los ntawm qhov tseem-siab heev ntawm kev nce nqi rov qab. Kuv yuav yuav lub zog, ”nws hais.
Txawm hais tias kev nce nqi nce siab tau ua rau tus duab ntxoov ntxoo loj tshaj plaws ntawm lub khw muag khoom, cov khoom lag luam muaj zog tau raug tua rau txhua lub tog raj kheej.
Qhov tseeb, lub zog yog S&P 500 qhov ua tau zoo tshaj plaws hauv xyoo 2021, rov qab tag nrho ntawm 53% piv rau qhov ntsuas 27% rov qab los. Thiab lub zog ntawd tau nce mus rau xyoo 2022.
Xyoo rau hnub tim, Lub Zog Xaiv Sector SPDR Fund (XLE) tau nce siab 35%, qhov tsis sib xws rau kev lag luam dav qhov poob ob tus lej.
'Xaiv industrials'
Tsis zoo li lub zog, kev lag luam sector tsis tau ua lag luam nyiam. Tab sis Subramanian pom kev txhawb siab ntawm lub qab ntug.
"Kuv yuav xaiv cov kev lag luam uas tuaj yeem tau txais txiaj ntsig los ntawm CAPEX lub voj voog uas peb tab tom pom," nws hais. "Txhua tus neeg tsiv cov tuam txhab rov qab mus rau Teb Chaws Asmeskas, nws yuav tau txais txiaj ntsig zoo rau cov tuam txhab lag luam ib txwm muaj los ntawm CAPEX lub voj voog ntau dua li kev siv thev naus laus zis."
Kom paub meej, Subramanian tab tom tham txog "xaiv industrials."
Yog li koj xaiv li cas? Qhov tseem ceeb yog nyob rau hauv automation.
"Kuv xav tias qhov chaw zoo tshaj plaws nyob rau hauv qhov chaw ua lag luam yog qee qhov kev ua haujlwm automation vim tias yog koj xav txog nws, qhov ntawd yog cov tuam txhab siv nyiaj."
Subramanian piav qhia tias kev nce nqi tau tshwm sim hauv kev ua lag luam thiab.
Yog li ntawd, raws li cov tuam txhab coj cov hauj lwm rov qab mus rau Teb Chaws Asmeskas, lawv "txhawb kom automate ntau ntawm cov txheej txheem" piv rau thaum lawv tsuas yog "offshore thiab them rau super pheej yig zog" nyob rau hauv lwm lub teb chaws.
Healthcare
Kev kho mob ua haujlwm ua piv txwv classic ntawm kev tiv thaiv ua tsaug rau nws tsis muaj kev sib raug zoo nrog kev nce thiab nqis ntawm kev lag luam.
Nyob rau tib lub sijhawm, lub lag luam muaj peev xwm loj hlob mus ntev vim muaj txiaj ntsig zoo ntawm cov pej xeem tailwinds - tshwj xeeb tshaj yog cov neeg laus - thiab ntau yam tshiab.
Subramanian pom cov sector txaus nyiam.
"Kuv xav tias kev saib xyuas kev noj qab haus huv zoo li zoo, nws tau txais txiaj ntsig nyiaj pub dawb ntau," nws hais.
Cov tub ua lag luam nruab nrab yuav pom tias nws nyuaj rau xaiv cov khoom kho mob tshwj xeeb. Tab sis kev noj qab haus huv ETFs tuaj yeem muab ntau txoj hauv kev kom tau txais kev cuam tshuam rau qhov chaw.
Vanguard Health Care ETF (VHT) muab cov tub ua lag luam nthuav dav rau kev kho mob.
Yuav nyeem dab tsi tom ntej
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/warren-buffett-recommends-low-cost-120000170.html