애플이 버크셔 주식 포트폴리오 거의 절반을 차지했다는 기사가 실렸다. 그리고 워런 버펫은 굳이 분산 투자할 이유를 모르겠다는 입장을 고수하는 듯하다. 버핏이 성공한 데는 장기 투자도 있지만, 좋은 종목을 쭉 갖고 가서 그런 것 같기도 하다.
소수의 매우 좋은 종목 + 장기 투자. 이게 버핏의 성공 공식 중 하나인 듯. 물론 그것말고도 많지만.
어쨌든 기사에서는 그래도 조금 애플 파는 게 낫다고 감히 충고를 하고 있는데, 글쎄다. 버핏이 팔까? 안 팔 것 같다.
Apple Makes Up Nearly Half of Warren Buffett's Portfolio. Here's Why He Should Consider Selling Some | The Motley Fool
Buffett isn't worried about a concentrated portfolio, but you should be.
www.fool.com
Of all the great investments Warren Buffett's Berkshire Hathaway (BRK.B 0.68%) has made, few have been more successful than Apple (AAPL 0.55%). Throughout its ownership, Berkshire has done things all investors should take note of: It added to a winner and did not sell even though the stock had increased in price.
However, there comes a time when every portfolio manager should trim their positions, and Apple is certainly at that point for Berkshire. Read on to learn the lessons investors can learn from this and why it may be a great time to reduce your exposure to Apple stock.
Buffett isn't as concerned about diversification as others
Part of the reason Berkshire buys and holds Apple is that Buffett prefers to own businesses, not stocks. Because Apple's business has done so well, he's seen no reason to sell the stock. In fact, he added nearly 334,000 shares (about $55 million worth) during fourth-quarter 2022. This brings Berkshire's Apple stake to 915 million shares, worth more than $150 billion -- about 23% of Berkshire Hathaway's market cap.
This level of concentration may be something that most investors shouldn't try to copy.
If something happens with Apple -- say it produces a lousy phone that destroys its reputation, or someone launches a groundbreaking product that usurps Apple from its throne -- Berkshire is poised to post significant losses in its investment portfolio. With Apple making up nearly 45% of Berkshire's portfolio, it's safe to say it's heavily concentrated into that stock.
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