Warren Buffett sold his U.S. stocks, what does it mean?

There is no special significance, for an investor, it is normal to buy and sell the ** in his hand, and Buffett may not be optimistic about the ** and no longer have the value of the investment and choose to sell

For ordinary investors, ** investment requires its own investment system, and Buffett actually doesn't have much reference significance for you. And most ordinary people don't have time to specialize in investing, so Warren Buffett's investment may not be suitable for you.

It is suitable for most of the **investment**, and then I will give you some ** knowledge. <>

What is: In layman's terms, it is a basket of varieties that earn an average return. The advantage is that there is no need to carefully select, as long as you are optimistic about a certain industry, as long as the industry is bought right, you can basically earn the average income of the industry, which is very suitable for office workers who have no time to study.

Of course, there are also disadvantages, because the income is average, and the income is not as much as **, which depends on the individual's choice. To sum up, **suitable for office workers, suitable for lazy people, suitable for people who don't have time to study**, buy** can basically do lie down to win. <>

Index **:** is usually divided into two kinds, one is the index**, the other is active**, these two ** have their own benefits, in short, the index ** is based on the index compilation rules **** to form a package**, the index ** is characterized by the time, completely according to the rules**, no manual operation.

Active: Active is the opposite of an index, which is managed by a manager, who will make a package according to his or her own investment philosophy. Therefore, active investment can also be seen as an investment manager. <>

Written at the end: On the whole, investing in the **active** is more trouble-free, and it is more suitable for ordinary people.

Adhere to the margin of safety, adhere to value investment, and insist on long-term holding.

It is normal to buy and sell**, it may be that I have recently felt that there is no opportunity to make money in US stocks, so I sold them first.

It means that Warren Buffett thinks that U.S. stocks are more suitable, and he can return a large amount of cash by selling his shares, so he sells the U.S. stocks in his hand.

Warren Buffett sold U.S. stocks, indicating that he is not optimistic about U.S. stocks. thinks that there is no room for appreciation, so he just sold such a **, also for his safety.

It means that U.S. stocks are heading for decline. Warren Buffett is a stock god, and he is very interested in **, and selling it means that he is not optimistic about U.S. stocks.

Warren Buffett's investments in China** include; byd, **** is 002594. Warren Buffett did not invest directly in China's real industry, but in China's **. Warren Buffett basically bought Hong Kong**, and although Buffett also bought Chinese companies**, he didn't have a large position.

Introducing the relevant ** held by Warren Buffett.

1.BYD: BYD is one of the Chinese car brands, mainly producing commercial cars and family cars. BYD was founded in 1995 and became the world's second largest battery manufacturer in 2003. It can be seen that BYD has great potential;

2.PetroChina: PetroChina was listed on the Hong Kong Stock Exchange on April 7, 2000, and its name was PetroChina.

PetroChina is one of the largest manufacturers and sellers in China's oil and gas industry. The company was founded on November 5, 1999 by Dai Houliang, chairman of PetroChina. Sun Mao.

Share financial investment ideas and knowledge every day, and cultivate financial sense through continuous input and output Since the 08 financial crisis, the U.S. stock market has walked out of a bull market for more than 9 years**, but recently affected by domestic political factors, international epidemic situation **uncertainty and other factors, U.S. stocks have been rapid**, in the United States**, everyone is thinking about whether the bull market inflection point is coming, when everyone is in danger, what did Buffett do?

Taking advantage of last week's sharp drop in the United States, Warren Buffett's Berkshire Hathaway spent about $45.3 million to increase its holdings in Delta Air Lines, the second largest airline in the United States. Delta Air Lines has been the world's most profitable airline for many years in a row. And in the last U.S. stock crash, Warren Buffett ** Apple.

According to estimates, Buffett's profit from the apple ridge stall ** has been close to 1 times.

This is the US stock, but what about the domestic stock? You can do a lot of research, maybe the opportunity has come, just see if we can seize it.

I think Warren Buffett's most successful deal was the purchase of Coca-Cola. Because Coca-Cola went public decades ago, Warren Buffett also entered the company early. But Warren Buffett's success is definitely not because of a single deal, but because he has a brilliant investment philosophy.

Warren Buffett believes in value investing, which was given to him by his mentor, Professor Graham.

Warren Buffett has invested in Coca-Cola decades ago, and Coca-Cola has been ** for decades. I think Coca-Cola is Buffett's most successful pure investment, and there should be no big problem. <>

But Warren Buffett was able to make so much money and become a stock god, and he didn't rely on a Coca-Cola to succeed. There are many reasons why Warren Buffett can become the god of stocks, first of all, the first reason is that he has excellent investment ability. He was able to buy some very good companies early, and as the company grew, he got very good returns.

There is also the United States, which itself is also very powerful, basically hitting new highs every year, which also leads to the fact that the investment difficulty of the United States will be much lower than that of China. <

Warren Buffett believes in the philosophy of value investing, which is a method taught to him by his mentor Graham. They are in a relatively low-cost, ** company that may be valuable in the future. And as the company grows, its capital will continue to expand.

Value investing is now used by many people around the world. Including some mainstream institutions in China, they basically use the concept of value investment to invest.

After reading it, remember to like + follow + collect.

Investing in Coca-Cola Gongzhou or Division, this is his most successful one, this letter is that for many years, Coca-Cola's stock price has been rising, multiplied several times, and Buffett has made a lot of money with it.

One of the most successful deals was the acquisition of Coca-Cola, which has been around for decades and has made significant gains.

It is said that Warren Buffett's most successful trade was to trade 4% of the farm proceeds for his son's ** to pound the pound, because the health of the potatoes is invaluable.

Yang Delong, chief economist of Qianhai Open Source**, pointed out that Buffett has a long distance from holding U.S. stocks. He believes that the overall valuation of U.S. stocks is high. He didn't increase the allocation, he increased the cash allocation, and reduced some.

On August 15, Warren Buffett's Berkshire reached a market capitalization of 100 million US dollars, up from 100 million US dollars at the end of the first quarter.

One. Sharply ** its long-time "beloved" bank stocks

It is worth noting that in the second quarter, Warren Buffett sharply ** his long-time "beloved" bank stocks, liquidated a number of airline stocks, and ****** shares with new ones. At the end of the second quarter, Berkshire's top 10 heavy positions at the end of the second quarter were Apple, Bank of America, Coca-Cola, American Express, Kraftheinz, Moody's, Wells Fargo, Bank of America, Davita Healthcare, and Bank of New York Mellon.

Two. Warren Buffett clearance:

In the second quarter, the only new entrant was Barrick**, which had 20.9 million shares and a market capitalization of $100 million, accounting for a percentage of the total market value of its holdings. During the quarter, Warren Buffett sold both banks and financials. At the end of the second quarter, JPMorgan Chase's holdings increased from 57.7 million shares** in the first quarter to 22.2 million shares, **35 million shares; Wells Fargo's holdings decreased from 100 million shares in the first quarter to 100 million shares, ** 3.86 million shares of PNC Finance; In addition, Buffett also has a **MasterCard and a portion of the Bank of New York Mellon**.

In the second quarter, Warren Buffett liquidated 1.97 million shares of Goldman Sachs**.

Three. Clean up Occidental Oil:

It is worth mentioning that Warren Buffett liquidated a number of airline stocks in the second quarter, including Delta Air Lines, Southwest Airlines, United Airlines, and American Airlines. In addition, Buffett cleaned up Occidental Oil. In the second quarter, most of Buffett's ** remained unchanged, including Apple, Bank of America, Coca-Cola, American Express, Kraft Heinz, etc., among which, at the end of the second quarter, Apple ranked first in Warren Buffett's market capitalization with a market capitalization of $89.4 billion, an increase of 15% compared to $77.2 billion at the end of the first quarter of this year, while Buffy's revenue exceeded $10 billion.

As of August 14, Apple's stock price has accumulated this year**.

However, some industry insiders believe that despite the recent good trend of U.S. stocks and the Nasdaq index hitting a record high, the momentum of U.S. stocks is unsustainable, because the bull market trend of U.S. stocks is not supported by economic fundamentals, but is mainly driven by liquidity. The root cause is that the Federal Reserve (Fed) has taken unprecedented measures to release water this year. In fact, investment tycoon Soros recently said in an interview with **

It was the most dangerous moment he had seen since World War II. The U.S. stock bubble has formed, and he will not participate in the U.S. stock market that is currently full of bubbles. ”

Yang Delong, chief economist of Qianhai Open Source, pointed out that Buffett kept his distance from the United States. According to Berkshire Hathaway's semi-annual report, the company's account cash has exceeded $140 billion, an increase of nearly $20 billion compared to the first quarter report. Warren Buffett believes that the overall valuation of the United States is high, and he has not increased his allocation, increased cash allocation, and decreased.

Because he believes that the overall valuation of U.S. stocks is high. He didn't increase his allocation, he increased his cash allocation, and reduced some, and in the second quarter, Buffett significantly increased his long-time "beloved" bank stocks, liquidated a number of airline stocks, and ****** shares with new ones.

Buffett's stay away from U.S. stocks is mainly because Buffett believes that the overall valuation of U.S. stocks is very high, so he did not increase the allocation of **, but increased the allocation of cash and reduced the position**.

Yang Delong, chief economist of Qianhai Open Source, pointed out that Buffett holds a long distance in the United States. He believes that the overall valuation of the United States** is high. He didn't increase the inventory allocation, he didn't increase the cash allocation, and he didn't reduce some of the inventory.

On Aug. 15, Warren Buffett's Berkshire Hathaway reached a market capitalization of $100 million, up from $100 million at the end of the first quarter.

This is CITIC Bank. Today it has risen sharply.

China National Petroleum Corporation.

The cause of the incident is that Buffett repeatedly talked about his optimism about China in an interview with CNBC TV on the 22nd. Warren Buffett believes that in the next 10 or 20 years, China and India will make great progress on the basis of the present.

Warren Buffett revealed in the conversation that not long ago, he wanted to buy a Chinese ** for $500 million, but was rejected. Warren Buffett has revealed the name and industry of this **, but he is definitely authentic, "It's a really great deal, and when the environment is right, you'll see us investing there on a large scale." ”

Focus on the value of your investment now.

It was this conversation that caused great amusement in the market, and immediately rumors were that the target of Buffett's acquisition was CITIC Bank, which was only **substantially**, but CITIC Bank denied such rumors.

Warren Buffett bought PetroChina's H shares for $500 million five years ago, and ultimately made a profit of $3.5 billion. But it seems that the rumor of CITIC Bank is not very probable, because CITIC Bank has H shares, and Buffett can directly buy H shares, which was the case with the purchase of PetroChina back then. Since it has encountered resistance, it is probably pure A shares, because according to the current regulations, Buffett cannot directly buy A shares.

According to Warren Buffett's consistent investment ideas, it is certain that what he wants to buy must be ** shares, if you look for financial stocks, only A shares have H shares of bank stocks such as Minsheng Bank, Bank of Beijing, Shanghai Pudong Development Bank, Industrial Bank, Huaxia Bank, etc. 8, insurance stocks have China Pacific Insurance, borrowed brokerage stocks CITIC **, Haitong ** and so on. If it is a pure A share in the manufacturing industry, there are a large number of Baosteel shares and so on.