저자: 미상 · 외국인
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영상은 빌 애크먼(Pershing Square)의 최근 분기 매수·매도 종목을 소개한다. 주요 매수는 브룩필드(포트폴리오 13.48%로 최대 보유), 나이키(약 4배 증액, 11.15%), CPort Entertainment(0.44%)이며, 매도는 힐튼(약 17.67% 감축, 13.16% 보유)과 캐나디안퍼시픽 캔자스시티(소폭 감축)다. 영상은 방어주와 성장주의 균형, 고확신 집중 투자, 수익 실현 후 재배분의 교훈을 강조한다. 자산 가격 예측은 없고 과거 포트폴리오 변화 설명 위주다.
다듬은 글
ever feel stressed out watching your Investments go up and down unsure if you're making the right calls Bill Amman one of the most successful investors of our time has a strategy that cuts through the noise and focuses on Smart stable decisions in this video I will show you Bill amman's most recent bought and sold stocks why he is doubling down on a stock that has taken a beating his thought process behind it and most importantly what does his strategy mean for your Investments all right let's jump right into it Bill amman's biggest moves this quarter were his buys and these weren't small casual additions let's start with Brookfield first if you're wondering why Amman just boosted his position in Brookfield by an eye popping 3775 a% you're not alone this is now his largest holding making up 13 .
48% of his portfolio so what's the deal with Brookfield Brookfield is a major player in real estate and infrastructure it is a financial giant with its hands in all kinds of stable cash generating Assets Office Buildings renewable energy you name it enactments timing brilliant with markets teetering due to Rising interest rates and fears of a recession Brookfield offers what investors crave during uncertain c times stability infrastructure and real estate assets are less sensitive to short-term volatility and they generate steady cash flows Amman is clearly betting that brookfield's focus on essential Industries will keep this portfolio grounded no matter what chaos the broader Market throws at us and it's already working brookfield's price is up 13.04% since Amman made his move now let's talk about Nike Amman didn't just buy a few shares here and there he quadrupled his position adding about 13 million shares making Nike 11 15% of his portfolio so why Nike at first clance it might seem like an odd choice but consumer discretionary stocks like Nike have been under pressure lately inflation has eaten into consumers wallets and companies relying on Brand Power of seen their valuations dip but here's amman's strategy he knows how to spot a good deal Nike is still the king of its domain its brand is Iconic its Global reach is unmatched and its direct consumer strategy is changing the game sure its stock has taken a hit recently but Amman likely sees this as a classic value play when a company as powerful as Nike stumbles temporarily it creates opportunities for long-term investors and let's be honest how many people do you know who don't at least own one pair of Nikes here's the Wild Card Amman also added a small position in cport Entertainment Group making up just 0.44% of his portfolio now this isn't a name that grabs headlines but it's definitely intriguing cport operates in the entertainment and Leisure space which has been recovering post pandemic why would acman dip into such a niche company simple highrisk High reward so what do all these buys tell us about amman's strategies it's a mix of defense and offense on one hand you've got Brookfield a solid defensive play that offers stability and cash flow on the other hand there's Nike a bold bet on a global brand bouncing back and cport a speculative move that might just deliver outside returns Amman isn't chasing the latest trends or trying to predict short-term Market movements instead he's playing to his strengths identifying undervalued opportunities and making concentrated High conviction bets whether it's doubling down on Dependable Giants or taking calculated risks his buys show a clear focus on balancing stability with growth now that we've looked at what Bill akman bought it's time to dig into what he sold this quarter there were a few significant reductions first up Hilton worldwide Holdings Amman trimmed his position here by 17.6 67% bringing it down to 13.16% of his portfolio now Hilton is still one of amman's largest Holdings so this isn't an exit by any means but why the reduction think about the environment we're in Rising interest rates are making it more expensive to borrow money and the hospitality industry is particularly sensitive to this hotels like Hilton rely heavily on corporate and Leisure Travel and while travel has gone better since the pmic there are growing concerns about how a slowing economy could impact discretionary spending on travel that said Hilton is a strong company reducing the position is likely a way to take some profits off the table while still keeping exposure to a sector he believes in long term it's a classic move locking gains while staying flexible for new opportunities next on the list is Canadian Pacific Kansas City where Amman reduced his stake by a modest 0.
59% this is a small trim but it's worth noting because Canadian Pacific has been a core part of amman's portfolio for some time railroads are typically seen as a stable defensive investment they're essential to the economy moving Goods across major distances and they generate steady cash flows so why the reduction it could simply be a matter of portfolio rebalancing amman's other big moves like his massive additions to Brookfield and Nike likely required freeing up some capital and trimming a small portion of Canadian Pacific was an easy way to do that without disrupting the overall portfolio balance and same goes for the restaurant Brand's International stock Amman sales this quarter highlight a few key trends first he's taking profits in areas where he's seen significant gains Hilton in particular has been a standout performer and reducing these positions allows him to lock in returns while remaining in invested in their long-term potential second he's being cautious about sectors that are more sensitive to macroeconomic pressures Hospitality Hilton and railroads Canadian Pacific are both cyclical industries that can be impacted by Rising rates or slowing growth now that we've dissected amman's buys and sells let's take a step back and look at the bigger picture what do these moves say about his overall strategy are there patterns emerging in this portfolio let's break it down amman's portfolio is heavily weighted towards services and financials which together make up 60.3 6% of his Holdings these sectors are a natural fit for his strategy offering a blend of stability and growth the service sector includes companies like Hilton and Brookfield which generate steady cash flows Hilton benefits from strong brand recognition and consistent demand while Brookfield focuses on long-term infrastructure and real estate amman's Financial exposure primarily through companies like Canadian Pacific Kansas City and Brookfield reflects his confidence in the sector's ability to thrive in a highin rate environment while Rising interest rates can be tough for some companies they create opportunities for those with strong balance sheets and access to Capital like amman's Holdings in these companies if you look closely amman's portfolio shows a deliberate balance between defensive core Holdings and selective growth plays Brookfield and alphabet both class A and Class C shares make up a significant chunk of amman's portfolio these are businesses with strong cash flows Global reach and dominant Market positions their design to weather economic downturns and provide stability even in volatile markets alphabet for example is a tech giant with multiple Revenue streams from advertising to cloud computing it's not flashy anymore but it's reliable and that's exactly what acman seems to be prioritizing in his defensive core on the flip side Amman isn't afraid to take risks where he sees potential his aggressive additions to Nike highlight this Nike despite its short-term struggles remains a global Powerhouse this dual strategy allows Amman to protect his portfolio's downside while still chasing opportunities for outsized returns it's like building a financial safety net while reaching for the Stars something every investor can appreciate here's how you can apply some very useful lessons to your own investing strategy first it might be a good time to trim winners slightly and reallocate capital it's easy to hold on to stocks that have done well but sometimes taking profits and investing elsewhere makes sense if a stock has risen significant L ask yourself does it still have room to grow or is there another opportunity with better potential reallocating your Capital can help you stay agile and maximize your returns in a changing Market next focus on quality over quantity instead of spreading yourself thin across a large number of stocks consider focusing on a handful of companies you truly understand and believe in high conviction investing means putting your money into businesses with solid growth potential and a Competitive Edge balancing defensive stocks with growth opportunities is also crucial think of your portfolio as a seesaw on one side you need stable cash flow generating companies that can weather Market downturns on the other side you want growth stocks that have the potential for high returns a mix of both types will help you stay resilient while also capturing potential gains one know the most recent stocks Warren Buffett just sold or bought for $35 billion click the video on the screen
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