订阅

多平台阅读

微信订阅

杂志

申请纸刊赠阅

订阅每日电邮

移动应用

投资理财

如何把1万变成150万?股神告诉你

Kevin Kelleher 2019年03月03日

巴菲特在电视上介绍,指数基金之类的长期投资策略还是最能经得起时间考验。

近日,巴菲特旗下的伯克希尔-哈撒韦公司发布了年度股东信,其中介绍公司利润降至2001年以来最低。几天后沃伦·巴菲特在电视上介绍,指数基金之类的长期投资策略还是最能经得起时间考验。

据《福布斯》估算,巴菲特的净身家为840亿美元。他告诉CNBC,被动投资“一直是最佳策略。”被动投资主要指投资共同基金或跟踪标普500等大盘指数的交易所交易基金等。

在上周末发给伯克希尔-哈撒韦股东的信中,巴菲特回忆了此生第一笔投资,他11岁时用积攒多年的114.72美元买了一家天然气公司的股票。

“如果我用当年的114.75美元投资无费用的标普500指数基金,所有分红也用来投资,到2019年1月31日这笔投资将涨到60.6811万美元(税前),”巴菲特写道。“相当于1美元赚到5288美元。”

巴菲特告诉CNBC,如果1942年投资10000美元买标普500指数基金,现在价值是510万美元。指数基金的回报十分强劲,连伯克希尔-哈撒韦的两位投资经理泰德·韦施勒和托德·库姆斯都没有战胜标普500指数。“总体来说,他们两人业绩都比标普低了一点点,利润基本上差不多。”巴菲特表示。

2018年四季度伯克希尔-哈撒韦损失240亿美元。部分原因是卡夫亨氏最近对卡夫和Oscar Mayer等品牌进行154亿美元的商誉减值。巴菲特表示,对卡夫亨氏的判断出现了“一些失误”,包括收购卡夫时“出价偏高”。(财富中文网)

译者:Pessy

审校:夏林

A few days after Berkshire Hathaway’s annual letter to shareholders disclosed the company’s lowest annual profit since 2001, Warren Buffett appeared on TV to suggest that longer-term investment strategies like index funds still stand the test of time.

Buffett, who is estimated by Forbes to have a net worth of $84 billion, told CNBC that passive investing—typically investing in a mutual fund or exchange-traded fund that tracks a major stock index like the benchmark S&P 500—”makes the most sense practically all of the time.”

In Buffett’s letter to Berkshire Hathaway shareholders, published last weekend, he recalled his first investment, $114.72 that he’d been saving for years and invested in a natural-gas company when he was 11.

“If my $114.75 had been invested in a no-fee S&P 500 index fund, and all dividends had been reinvested, my stake would have grown to be worth (pre-taxes) $606,811 on January 31, 2019,” Buffett wrote. “That is a gain of 5,288 for 1.”

Buffett said on CNBC that $10,000 invested in an S&P 500 index fund back in 1942 would be worth $51 million today. The index’s returns have been so strong that two of Berkshire Hathaway’s stock pickers, Ted Weschler and Todd Combs, recently failed to beat the S&P 500. “Overall, they are a tiny bit behind the S&P, each, by almost the same margin,” Buffett said.

Berkshire Hathaway recorded a $25 billion loss in the last quarter of 2018. Part of that has to do with its investment in Kraft Heinz, which recently took a $15.4 billion write-down on brands such as Kraft and Oscar Mayer. Buffett said he was “wrong in a couple of ways” about Kraft Heinz, including “overpaying” for the acquisition of Kraft.

我来点评

  最新文章

最新文章:

500强情报中心

财富专栏