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marketwatch:学习巴菲特长期持股苹果股票获得超额回报  

2012-02-01 11:21:00|  分类: 默认分类 |  标签: |举报 |字号 订阅

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这让我想起了巴菲特在网络科技股泡沫期间说过的话:“我们的投资原则如果运用到科技股上也会同样有效,但我们并不知道该如何具体运用。如果我们今年亏了钱,我们会在第二年赚回来,并向你解释我们是如何做到的。我确信比尔·盖茨运用的是和我们同样的投资原则。他理解高科技企业的方式与我理解可口可乐或吉列公司这些传统企业的方式一样。我可以肯定地说,他同样也是寻找一个投资的安全边际,我可以肯定,他估算安全边际时,就像他拥有整个企业一样,而不是仅仅拥有一只股票。所以,我们的投资原则对于任何科技股都同样适用。只不过我们并不是能够把这些原则具有运用到科技股上的人而已。如果我们在自己的能力圈里面找不到值得投资的企业,我们并不会因此就去扩大我们的能力圈。我们只会选择耐心等待。”
苹果散户投资人理财哲学 长期持股获超额回报
2012年01月26日11:05腾讯科技明轩我要评论(0)
字号:T|T
苹果散户投资人理财哲学 长期持股获超额回报

苹果散户投资人理财哲学

腾讯科技讯(明轩)北京时间1月26日消息,据国外媒体报道,美国著名财经网站MarketWatch周三撰文称,至少有一批苹果散户投资人,同样采用了让“股神”沃伦·巴菲特(Warren Buffett)引以自豪的投资哲学。长期的持有苹果股票,让这些散户苹果投资人获得了丰厚的投资回报。以下为文章内容摘要:

总部位于旧金山的理财网站SigFig.com日前发布报告称,与被称为“奥马哈的先知”(Oracle of Omaha)的巴菲特一样,有一批苹果散户投资人买入并一直持有苹果的股票,不会去选择追涨杀跌。苹果股价的强劲走势,也给这批散户带来了丰厚的投资回报。

SigFig.com 的调查统计显示,有超过1.4万用户当前持有苹果股票,其中超过五分之一(大约为22%)的用户在200美元以下的价格买入了苹果股票。基于持有的股票数量,这部分散户投资人单是在苹果发布第一财季财报后的第一个交易日就获得了1640万美元的利润。虽然相对于苹果市值增加数百亿美元而言,这部分利润微不足道。但是平坦到每位投资人身上,他们在当日平均获得了5300美元的收益。而且自2010年3月份以来,也就是苹果股价最后一次低于200美元至今,这些投资人投资苹果股票的累计回报率已经达到了125%。与此同时,纳斯达克综合指数同期的升幅仅为23%。

持有一只股票不足两年时间,或许不会给巴菲特留下什么印象,但是相对于追涨杀跌的散户投资人而言,这明显是更加耐心的战略。对苹果股东而言,耐心就意味着巨额的回报。

这 或许可以解释奥巴马总统周二发表国情咨文时,史蒂夫·鲍尔默(Steve Jobs)的遗孀劳伦斯·鲍威尔-乔布斯(Laurene Powell Jobs)为何在场。当共和党人和民主党人为减税还是财政刺激更利于美国经济唇枪舌战之时, 乔布斯和其他人喜欢他一直忙于增加财富。

如果投资人想要获得巨额的投资回报,投资人就必须选择正确的股票。不过介入股票的时机同样也是关键。SigFig.com提供的数据还显示:57%的苹果散户投资人在300美元之下买入苹果股票。这些投资人已获得了5000万美元的投资回报。这些投资人介入苹果股票的时间过晚,也就意味着他们要比长期投资人投入了更多的赌注。苹果上一次股价低于300美元还要追溯到2010年10月。

SigFig.com的数据还显示,苹果散户投资人通常不会在苹果发布财报前后,将他们的利润置于风险,或是选择落袋为安。只有5%的散户投资人表示,他们会在苹果发布财报的当日买入或卖出苹果的股票。[转载]转载marketwatch:学习巴菲特长期持股苹果股票获

Jan. 25, 2012, 12:48 p.m. EST


The Apple shareholder economy
Commentary: Now that’s how you create wealth
http://www.marketwatch.com/story/the-apple-shareholder-economy-2012-01-25

By John Shinal

SAN FRANCISCO (MarketWatch) — At least one group of Apple Inc. shareholders has an investment philosophy that would make Warren Buffett proud.

Like the Oracle of Omaha, they buy and hold, and are not quick-flip artists. The patience of those investors has been rewarded handsomely by Apple’s AAPL -0.14%  strong bull run, according to data from SigFig.com, a San Francisco start-up that helps users analyze and manage their investment portfolios.


Click to Play [转载]转载marketwatch:学习巴菲特长期持股苹果股票获
Apple sets a new bar

Apple's first post-Jobs earnings report exceeds estimates, sending the stock up in overnight trading, Mark Gongloff reports. (Photo: AP)


Just more than a fifth (or 22%) of the 14,000 users of SigFig.com who own Apple shares bought them for $200 or less, says the company, which tracks $25 billion in accounts held at nearly 70 brokerage houses.

Based on the size of their positions, those 3,000 or so account holders had made at least a collective $16.4 million in profits as of Tuesday, on the eve of Apple’s fourth-quarter earnings report.

That may not seem like that much, given that Apple’s rise to a record of about $450 a share Wednesday is creating billions of dollars of additional wealth.

But the total equates to $5,300 per person, and a 125% return since March 2010, the last time Apple shares were trading below $200. The Nasdaq Composite Index COMP -0.46%  is up 23% during the same time.

While holding a stock for just under two years may not impress Buffett, it’s a more patient strategy than day-trading retail investors and professional traders usually employ.

For Apple shareholders, it’s meant big money.


State of the tech economy

Perhaps this helps explain the presence of Laurene Powell Jobs, Steve Jobs’s widow, at President Barack Obama’s State of the Union speech Tuesday night. While Republicans and Democrats have been fighting about what’s best for the U.S. economy — tax cuts or fiscal stimulus — Jobs and others like him were busy creating wealth (and jobs.)

Apple’s rise, along with that of Google Inc. AAPL -0.14%  over the past year and a raft of new tech IPOs help explain why Silicon Valley and other regions with a lot of tech workers are bouncing back from the recession better than the United States as a whole.


Johnny-come-latelies

If you want huge returns, you have to pick the right stocks, of course. But timing is also key, and here’s another interesting point from the SigFig data: A whopping 57% of its Apple investors paid at least $300 for their shares. That group has made a collective $50 million, even though these investors came late to the party, which means they’ve placed bigger bets than the longer-holding group. Apple last traded below $300 in October 2010.


AAPL 444.01, -0.62, -0.14%
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Regular readers of this column will remember that I urged Apple investors to take some profits in May of last year, back when the stock hit $350. That call doesn’t look great right now, obviously, especially with tax season fast approaching.

But hindsight is 20-20, and I hope those Johnny-come-latelies don’t succumb to human nature and begin to load up even more on Apple shares at this level. It’s rare indeed that an investor regrets selling a stock when it’s trading at or near an all-time high, as Apple is now.

That brings me to one other thing that’s interesting about SigFig.com’s Apple holders: They don’t put their profits at risk, nor take them off the table, during the volatile trading that usually accompanies an earnings report.

Only 5% of them say they either bought or sold Apple on an earnings day. Perhaps they’re too busy tallying up their profits.


John Shinal, a former technology editor of MarketWatch, is based in San Francisco.

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