The sequel to the New York Times bestseller The Warren Buffett Way reveals how to profitably manage stocks once you select them
Staking its claim on the New York Times Bestseller list for 22 weeks, The Warren Buffett Way provided readers with their first look into the strategies that the master uses to pick stocks. The follow-up to that book, The Warren Buffett Way Portfolio is the next logical step. It will help readers through the process of building a superior portfolio and managing the stocks going forward.
Building and balancing a portfolio is arguably more important than selecting any single stock. In The Warren Buffett Portfolio, Robert Hagstrom introduces the next wave of investment strategy, called focus investing. A comprehensive investment strategy used with spectacular results by Buffett, focus investing directs investors to select a concentrated group of businesses by examining their management and financial positions as compared to their stock prices. Focus investing is based on the principle that a shareholder's return from owning a stock is ultimately determined by the economics of the underlying business.
Using this technique, Hagstrom shows how to identify lucrative companies and manage investments synergistically for the best possible results. The Warren Buffett Portfolio draws on the collective wisdom of Warren Buffett and other mavens of focus investing, including economist John Maynard Keynes and investors Philip Fisher, Bill Ruane of the Sequoia Fund, and Charlie Munger, Vice-Chairman of Berkshire Hathaway. It clearly outlines the strategies and philosophies of focus investing and illustrates how to implement them effectively.
發表於2024-11-24
The Warren Buffett Portfolio 2024 pdf epub mobi 電子書 下載
1. 把彈藥集中放在最佳機會上麵。第一Diversification很難産生超額迴報,第二任何時刻好機會都很少,你能看到並且理解的就更少瞭。多集中?最大的倉位可以達到40%。 2. 一個簡單的選擇機會的標準,就是想要買的股票是不是比倉位裏麵的已有股票更好?新買的股票總是要比已有的股...
評分1. 把彈藥集中放在最佳機會上麵。第一Diversification很難産生超額迴報,第二任何時刻好機會都很少,你能看到並且理解的就更少瞭。多集中?最大的倉位可以達到40%。 2. 一個簡單的選擇機會的標準,就是想要買的股票是不是比倉位裏麵的已有股票更好?新買的股票總是要比已有的股...
評分1. 把彈藥集中放在最佳機會上麵。第一Diversification很難産生超額迴報,第二任何時刻好機會都很少,你能看到並且理解的就更少瞭。多集中?最大的倉位可以達到40%。 2. 一個簡單的選擇機會的標準,就是想要買的股票是不是比倉位裏麵的已有股票更好?新買的股票總是要比已有的股...
評分1. 把彈藥集中放在最佳機會上麵。第一Diversification很難産生超額迴報,第二任何時刻好機會都很少,你能看到並且理解的就更少瞭。多集中?最大的倉位可以達到40%。 2. 一個簡單的選擇機會的標準,就是想要買的股票是不是比倉位裏麵的已有股票更好?新買的股票總是要比已有的股...
評分1. 把彈藥集中放在最佳機會上麵。第一Diversification很難産生超額迴報,第二任何時刻好機會都很少,你能看到並且理解的就更少瞭。多集中?最大的倉位可以達到40%。 2. 一個簡單的選擇機會的標準,就是想要買的股票是不是比倉位裏麵的已有股票更好?新買的股票總是要比已有的股...
圖書標籤: 投資 investment 金融 巴菲特 查理·芒格推薦 WarrenBuffett 股票 價值投資
Focus investing is a remarkably simple idea. 知識就是力量 "I've mainly learned by reading myself. "
評分很好
評分巴菲特之路的補充,部分內容有重復,新加的是概率論(用於確定倉位比例)、行為心理學和復雜係統預測的內容,可以快速閱讀作為補充。
評分這本書不咋地,不少內容和他另外兩本書有重復。集中持股並不能保證跑贏市場。要大幅跑贏市場,總要跟市場不一樣,或者說偏離指數。偏離越大,波動越大,業績和指數差異就越大。這可能大幅跑贏,也可能大幅跑輸,前提是要有選股能力。而這事前不容易知道。他的模擬組閤分析沒有任何意義。
評分Focus investing is a remarkably simple idea. 知識就是力量 "I've mainly learned by reading myself. "
The Warren Buffett Portfolio 2024 pdf epub mobi 電子書 下載