Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Berkshire Hathaway Inc.'s (NYSE: BRK.A ) (NYSE: BRK.B ) new CEO, Greg Abel, was the former CEO of Berkshire Hathaway Energy. That's a statement on the imp ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Berkshire Hathaway Inc.'s (NYSE: BRK.A ) (NYSE: BRK.B ) new CEO, Greg Abel, was the former CEO of Berkshire Hathaway Energy. That's a statement on the imp ...

Key Takeaways BRK.B has gained 10.3% YTD, outpacing industry and peers Chubb and Progressive.Diversified businesses and $174B insurance float support stability and cash flow.Analysts see an 8.7% upside, but earnings forecasts for 2025 have moved lower.Shares of Berkshire Hathaway Inc. (BRK.B) have gained 10.3% year to date, compared with the industry’s increase of 9.3%, the sector’s rise of 14.4% and the Zacks S&P 500 composite’s gain of 13.8%. Berkshire Hathaway is a conglomerate with more than 90 subsidia ...

Key Points Many younger investors tend to chase riskier investments for short-term gains. That myopic strategy tends to backfire over the long term. It might be smarter to stick with Warren Buffett’s Berkshire Hathaway. 10 stocks we like better than Berkshire Hathaway › Over the past few years, many younger investors have shifted toward riskier meme stocks, cryptocurrencies, leveraged exchange-traded funds (ETFs), and options to chase bigger gains. That trend can be attributed to the rise of comm ...

These Buffett gems are primed for big things to come.Warren Buffett is among the world's most famous investors. It's not just his net worth -- around $150 billion, as of this writing -- that makes him great. It's Buffett's investing philosophy and the massive empire that he built out of Berkshire Hathaway (BRK.A 0.55%) (BRK.B 1.06%) that makes him the man every investor can learn something from.Buffett's investing philosophy shines through the stocks he owns through Berkshire Hathaway, many of which are par ...

投资组合集中度 - 伯克希尔哈撒韦3070亿美元投资组合中超过50%集中于三家公司 总金额达1550亿美元 [1][4] - 苹果持仓719亿美元 占投资资产比例23.4% 为第一大持仓 [5] - 美国运通持仓516亿美元 占投资资产比例16.8% 为第二大持仓 [12] - 美国银行持仓314亿美元 占投资资产比例10.2% 为第三大持仓 [17] 苹果投资逻辑 - 投资核心基于消费者购买习惯和行为 拥有异常忠诚的客户群体愿意支付溢价 [6] - 管理层表现优异 CEO Tim Cook在14年任期内成功转向高利润率订阅服务 [7] - 资本回报计划强劲 自2013年以来斥资7960亿美元回购 减少流通股超过43% [9] - 持仓比例从接近50%降至23.4% 因自2023年9月30日起减持6.35亿股(69%比例) [5] 美国运通投资特性 - 被列为"永久持有"的八家公司之一 预计新任管理层不会调整该持仓 [13] - 商业模式为双重收益：既是支付服务提供商收取商户费用 又是贷款机构获得年费和利息收入 [14] - 客户定位高收入人群 在经济波动中更具抗风险能力 [15] - 股息收益率显著 基于伯克希尔每股8.49美元成本 3.28美元年分红相当于39%成本收益率 [16] 美国银行投资考量 - 持仓被大幅削减 自2024年7月17日至2025年6月30日期间减持4.27亿股(占峰值持仓41%) [17] - 作为对利率最敏感的货币中心银行 美联储2022年3月至2023年7月加息期间净利息收入大幅增长 [20] - 估值变化显著 从2011年8月低于账面价值62%溢价至2024年9月25日高于账面价值39% [21] 管理层变更影响 - Warren Buffett将于三个月后卸任CEO职位 结束60年任期 由Greg Abel接任 [1] - 新任CEO将接手超过3440亿美元现金储备及高度集中的投资组合 [4] - 投资组合中部分持仓可能调整 苹果和美国银行可能不再是前三大持仓 [10][21]

智通财经APP获悉，最新数据显示，被誉为股市"巴菲特指标"的估值比率已飙升至218%，刷新了历史 最高纪录。当前这一比率已远超互联网泡沫时期和新冠疫情期间牛市创下的190%左右峰值，这标志着 市场正步入前所未有的估值区间。 据了解，该指标通过对比威尔逊5000指数(追踪美国所有上市公司市值的指数)与美国国民生产总值 (GNP)的比值来衡量市场估值水平。 科技巨头引领涨势 此次"巴菲特指标"的飙升，主要由大型科技股推动。这些科技巨头在人工智能(AI)项目上投入了数百亿 美元，其市值也因此创下历史新高，获得市场高度认可。目前，股市总市值的增长速度远超美国经济本 身的增速，而这种"市值与经济增速脱节"的现象，恰恰是"巴菲特指标"旨在揭示的核心问题。 其他估值工具也传递出类似的"估值过高"信号。据投资研究公司Bespoke Investment Group数据显示，标 普500指数的市销率(股价与销售额比率) 已达到3.33。作为参考，互联网泡沫顶峰时期该比率最高仅为 2.27，新冠疫情后的市场繁荣期也只将其推至3.21，随后便出现回落。 这意味着当前标普500指数的市销率已创下历史最高纪录。包括Paul Tudor ...

Key Points Buffett bought a significant stake in this relatively small business back in 2008. It's since grown to be the leader of a rapidly growing industry. Despite Buffett's decision to sell the stock, it may still present good value. 10 stocks we like better than BYD Company › Over 35 years ago, Warren Buffett told investors, "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." Since then, he's bought and sold dozens of stocks ...

战略合作 - 元利科技与伯克希尔哈撒韦旗下路博润公司签署战略合作备忘录 正式结为战略伙伴 [1] - 双方将在个人护理领域展开深度合作 共同推动生物基及绿色环保型新材料的技术开发与市场应用 [1] - 合作旨在构建更具韧性与可持续性的供应链 开展前瞻性技术合作并提升产品全生命周期价值与竞争力 [1] 合作基础 - 合作将充分发挥双方在绿色制造 产业化落地及全球研发网络方面的互补优势 [1] - 元利科技是中国精细化工领域领先企业 长期致力于绿色制造与合成生物学技术的产业化应用 [1] - 路博润在全球特种化学品市场具有广泛影响力 [1] 合作意义 - 此次合作是双方应对全球市场挑战 把握可持续发展机遇的重要举措 [1] - 合作将通过资源整合加速创新进程 以更高效可持续的方式服务全球客户 [1] - 合作有望为个人护理行业带来更多创新环保的解决方案 推动领域技术进步与绿色转型 [1]

While one forever stock in Buffett's portfolio wins on points, another one arguably wins on potential.I don't know if I could pick just a single Warren Buffett quote as my favorite. There are simply too many great statements he has made through the years. However, one of his most memorable quotes came in his 1988 letter to Berkshire Hathaway (BRK.A 0.55%) (BRK.B 1.06%) shareholders: "[W]hen we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." While ...