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8 Investment Myths I Ignored to Build a $1M Portfolio in Under a Decade
Medium· 2025-10-29 08:20
8 Investment Myths I Ignored to Build a $1M Portfolio in Under a DecadePress enter or click to view image in full sizeIn the wild world of investing, myths are like urban legends—they spread fast, sound plausible, and can derail even the savviest dreamers from their financial goals. I've been there. A decade ago, I was a 28-year-old software engineer scraping by in a cramped apartment, staring at a bank account that mocked my ambitions. Fast-forward to today: a $1 million portfolio, financial freedom on the ...
How Warren Buffett's Portfolio Has Changed Drastically in Just 12 Months
The Motley Fool· 2025-04-24 16:35
投资组合变动 - 伯克希尔哈撒韦公司大幅削减苹果公司持股,从2024年第一季度末的7.89亿股减少至2024年底的3亿股 [2] - 苹果在投资组合中的权重从2023年的大约50%显著下降至2024年底的22% [3] - 投资组合中其他前五大持股保持不变,包括美国运通、美国银行、可口可乐和雪佛龙,但权重结构发生变化,美国运通以14%的权重紧随苹果之后 [3] 现金头寸 - 公司现金头寸急剧增加至创纪录的3340亿美元,该金额包括短期国库券等高度流动的短期投资 [5][7] - 现金积累的部分原因是出售苹果股票所得收益并未全部用于购买其他股票 [5] 投资策略解读 - 投资组合的变动以及现金头寸的创纪录高位,反映出投资策略趋于保守 [1] - 市场推测保守策略可能源于对经济的担忧,或认为当前股票估值普遍过高、缺乏有吸引力的投资机会,但公司管理层对其具体原因保持沉默 [8] - 尽管策略保守,公司过去一年仍进行了其他投资,例如买入达美乐披萨和Pool Corp的股票,但这些交易的规模不足以改变其主要持股构成或阻止现金余额创新高 [4]