Fw: [其他] Warren Buffett 2015 Q1

作者: chanting (PS) 看板: Stock 標題: [其他] Warren Buffett 2015 Q1 時間: Sat May 16 17:14:13 2015 http://www.dataroma.com/m/holdings.php?m=brk 加碼 PCP - Precision Castparts Add 47.21% FOXA - Twenty-First Century Fox Add 31.19% PSX - Phillips 66 Add 14.19% USB - U.S. Bancorp Add 4.59% IBM - International Bus. Machines Add 3.37% WFC - Wells Fargo Add 1.47% DE - Deere & Co. Add 1.25% 減碼 V - Visa Inc. Reduce 1.51% MA - Mastercard Inc. Reduce 3.15% CHTR - Charter Communications Reduce 3.53% VIAB - Viacom Inc. Reduce 4.27% LBTYA- Liberty Global Inc. Reduce 4.38% WBC - WABCO Holdings Inc. Reduce 5.23% BK - Bank of New York Reduce 6.05% NOV - National Oilwell Varco Inc. Reduce 62.37% 還是很看好IBM 持續加碼獲利穩定的銀行股WFC USB 也加碼了一點石油股 Phillips 66 最多的是Precision Castparts 個人是不太了解這家公司的產品和業務 V和MA應該是高檔減碼一些吧 --
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→ flylee: 調整V跟MA的意義似乎不大，因為這兩個總值比重都太低了 05/17 07:27

→ flylee: V+MA 僅佔總值1%，調整1%，等於是調整總值萬分之一的配置 05/17 07:30