The Warren Buffett Portfolio 下载 pdf 电子版 epub 免费 txt 2025

The Warren Buffett Way provided the first look into the strategies that the master uses to pick stocks. A New York Times bestseller, it is a valuable and practical primer on the principles behind the remarkable investment run of the famed oracle of Omaha. In this much-awaited companion to that book, author Robert Hagstrom takes the next logical step, revealing how to profitably manage stocks once you select them. THE WARREN BUFFETT PORTFOLIO will help you through the process of building a superior portfolio and managing the stocks going forward. Building a concentrated portfolio is critical for investment success. THE WARREN BUFFETT PORTFOLIO introduces the next wave of investment strategy, called focus investing. A comprehensive investment strategy used with spectacular results by Buffett, focus investing directs investors to select a concentrated group of businesses by examining their management and financial positions as compared to their stock prices. A strategy that has historically outperformed the market, focus investing is based on the principle that a shareholder's return from owning a stock is ultimately determined by the economics of the underlying business. Hagstrom explains in easy-to-understand terms exactly what focus investing is, how it works, and how it can be applied by any investor at any level of experience. He demonstrates how Buffett arranges his stocks in a focus portfolio and reveals why this is as responsible for his incredible returns as the individual stocks he picks. Ultimately, Hagstrom shows how to use this technique to build and manage a portfolio to achieve the best possible results.

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书籍介绍

The Warren Buffett Way provided the first look into the strategies that the master uses to pick stocks. A New York Times bestseller, it is a valuable and practical primer on the principles behind the remarkable investment run of the famed oracle of Omaha. In this much-awaited companion to that book, author Robert Hagstrom takes the next logical step, revealing how to profitably manage stocks once you select them. THE WARREN BUFFETT PORTFOLIO will help you through the process of building a superior portfolio and managing the stocks going forward. Building a concentrated portfolio is critical for investment success. THE WARREN BUFFETT PORTFOLIO introduces the next wave of investment strategy, called focus investing. A comprehensive investment strategy used with spectacular results by Buffett, focus investing directs investors to select a concentrated group of businesses by examining their management and financial positions as compared to their stock prices. A strategy that has historically outperformed the market, focus investing is based on the principle that a shareholder's return from owning a stock is ultimately determined by the economics of the underlying business. Hagstrom explains in easy-to-understand terms exactly what focus investing is, how it works, and how it can be applied by any investor at any level of experience. He demonstrates how Buffett arranges his stocks in a focus portfolio and reveals why this is as responsible for his incredible returns as the individual stocks he picks. Ultimately, Hagstrom shows how to use this technique to build and manage a portfolio to achieve the best possible results.

• 作者：无法表达 发布时间：2023-04-25 12:57:42

  一些无中生有的例子一些网上抄来的短句，读这个还不如在抖音上学赚钱。

• 作者：andrea 发布时间：2018-07-03 02:08:01

  I really like Warren's criticism on the modern portfolio theory.

• 作者：Mr. L 发布时间：2017-05-08 05:36:39

  一，风险和投资者对标的商业和经济特性的思考深度，置信程度，持仓时间和安全边际成反比；二，分散资产保护的是投资者的无知，15只持股可以达到85%的全市场资产分散的效果；三，最优秀的投资者不从众，独立调研和思考，不以从众或特立独行为乐；四，实现最优延递税收的方法是把换仓率降低到20%以下；五，投资和打桥牌一样，博弈的是概率。决策树式的思考，计算概率，更新先验概率，确定投资数量，等待最佳胜算的出现；六，注意行为偏差，双规分析，一边思考理性期望和概率，一边注意潜意识造成的认知偏见并注意防范（过度自信，过度反应，损失厌恶，心理账户等）；七，认识到经济体是个复杂适应性系统，避免做系统性的宏观预测。微观企业层面的细致分析可以降低宏观涌现的不可预测风险，从而增加胜率。学习其他领域最好的知识，没人能无师自通

• 作者：Adiósardour 发布时间：2010-11-27 19:42:05

  你真实地坦露着自己的一切：世系，家庭，性格，嗜好，信仰，思想，心态，修养，成长过程乃至隐秘的感情生活。我也要向你一样，开始有情有致地去爱人，有滋有味地享受生命，有真有实的游戏人生。在认真入世，全力“扮演”各种人生角色的同时，学会了从最平凡的生活中发现美好，有趣的事情。

• 作者：K2 发布时间：2008-11-07 15:46:41

  要集中投资。

• 作者：怀山鹿 发布时间：2012-05-02 13:58:03

  一篇blog就能说完的问题。How to be assertive:

  　　1. Show respect for others.

  　　2. Express your feelings.

  　　3. Be honest.

  　　4. Learn to stand your ground.

  　　5. Be able to say 'no'.

• 关于价值投资

  作者：轩辕重出武圣人 发布时间：2020-11-12 23:16:06

  自下而上的价值投资者的圣经。

  巴菲特与一般机构投资者的最大差别在于负债结构和期限，当然也有考核方式的差异，他们会通过企业运营结果而非股价波动来评价自己的投资，这显然不适用于公募基金或者一般资管产品。巴菲特在国内不乏成功的效仿者，比如最近很火的专注消费行业的E基金大佬，但以每天公布净值的开放公募基金的形式来做价投总感觉有些尴尬。与机构相比，更适合向巴菲特学习的反而是那些有充裕现金流的个人投资者。

  价值投资的几条核心逻辑：

  1.好公司的内在价值一定会逐步体现在股价上，对于“市场有效性”的理论，巴菲特则相信更好的研究能够发现价格错位。

  2.如同棒球击球，没有好机会，宁愿不出手。

  3.持仓标的要重仓参与，集中投资，好公司的数量是有限的，在高概率事件上押大赌注。

  4.短期的市场或者个股股价都是不可预测的，因为这预测既包含自己对市场的预测，更包含自己对其他人对市场预测的预测，同时市场参与者又处于不断学习和进化的过程中。

  5.风险不是价格的波动，而是投资标的取得经营利润的情况。

• 哈格斯特朗是个好作家

  作者：雁飞 发布时间：2010-08-20 16:05:35