Warren Buffett 2015 Q1 - 理財

※ [本文轉錄自 Stock 看板 #1LLmfeRv ]

作者: chanting (PS) 看板: Stock
標題: [其他] Warren Buffett 2015 Q1
時間: Sat May 16 17:14:13 2015


http://www.dataroma.com/m/holdings.php?m=brk

加碼
PCP - Precision Castparts Add 47.21%
FOXA - Twenty-First Century Fox Add 31.19%
PSX - Phillips 66 Add 14.19%
USB - U.S. Bancorp Add 4.59%
IBM - International Bus. Machines Add 3.37%
WFC - Wells Fargo Add 1.47%
DE - Deere & Co. Add 1.25%

減碼
V - Visa Inc. Reduce 1.51%
MA - Mastercard Inc. Reduce 3.15%
CHTR - Charter Communications Reduce 3.53%
VIAB - Viacom Inc. Reduce 4.27%
LBTYA- Liberty Global Inc. Reduce 4.38%
WBC - WABCO Holdings Inc. Reduce 5.23%
BK - Bank of New York Reduce 6.05%
NOV - National Oilwell Varco Inc. Reduce 62.37%

還是很看好IBM
持續加碼獲利穩定的銀行股WFC USB
也加碼了一點石油股 Phillips 66
最多的是Precision Castparts 個人是不太了解這家公司的產品和業務

V和MA應該是高檔減碼一些吧

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