Stock tips: Warren Buffet 워렌 버핏

매도(sell)는 언제 해야하나?

가장 좋은건, 절대 팔고 싶지 않을 주식을 사는것이고 그게 우리의 목표기도 해.

우리가 만약 판다면 조건은

1. 현금이 필요하던가 (다른 곳에 돈이 필요할 때)

2. 시장 밸류에이션이 제자리일 때

3. 훨씬 더 좋은 킹왕짱 기업을 찾았을 때

Warren's Portfolio Overview (According To This Video):

• 23.8% - Apple (NASDAQ:AAPL)

• 12.39% - Bank Of America (NYSE:BAC)

• 9.9% - Wells Fargo (NYSE:WFC)

• 9.4% - Coca-Cola (NYSE:KO)

• 8.3% - American Express (NYSE:AXP)

• 5.3% - Kraft Heinz (NASDAQ:KHC)

• 3.1% - US Bancorp (NYSE:USB)

• 3.0% - JP Morgan Chase (NYSE:JPM)

• 2.2% - Moody's (NYSE:MCO)

• 2.1% - Bank Of New York Mellon (NYSE:BK)

• 1.8% - Delta Airlines (NYSE:DAL)

• 1.8% - Goldman Sachs (NYSE:GS)

• 1.4% - Southwest Airlines (NYSE:LUV)

• 1.3% - General Motors (NYSE:GM)14.2% - Other

2 Key portfolios:

MUNGER FAMILY PORTFOLIO:

1. COSTCO WHOLESALE

2. Berkshire Hathaway

3. Himalaya Capital (CHINESE - LILU)

INVESTMENT PORFOLIO AT DAILY JOURNAL:

1. Wells Fargo (4th largest bank in the world)

2. Bank of America & US Bancorp

3. Posco 0.3% (KOREAN - steelmaking)

Warren Buffett: I'm not buying the Uber IPO, but I've never bought any IPO

• Just thought the whole interview was funny, esp Charlie 😂😂😂

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