At the recent Berkshire Hathaway annual meeting it sometimes felt like Warren Buffett was trying to square words with actions. The Oracle of Omaha insisted, as he always has, that the best place for retail investors to be is in an S&P500 index fund. But he also told shareholders that his company had sold 16 times as much stock as it had purchased in the last month, including dumping the entire airline asset class. And he admitted that while you could still “bet on America, you are going to have to be careful how you bet”.
在伯克希尔哈撒韦公司(Berkshire Hathaway)最近的年会上,有时感觉沃伦•巴菲特(Warren Buffett)好像在努力言行一致。这位“奥马哈先知”(Oracle of Omaha)一如既往地坚称,散户投资者的最佳投资选择是挑一只追踪标普500指数(S&P 500)的基金。但他还告诉股东,他的公司上月卖出的股票是买入股票的16倍,包括抛售全部航空股。同时他承认,你仍可以“押注于美国,但必须小心如何押注”。