저자: 미상 · 외국인
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결론: 영상은 David Tepper(Appaloosa Management) 포트폴리오 상위 보유종목과 섹터 비중을 소개하며, 주요 종목의 배당 수익률과 배당 성장성에 대해 긍정적으로 설명한다. 포트폴리오 개요: Appaloosa는 뉴저지 기반 약 57억 달러 규모 헤지펀드로, David Tepper가 설립·운용한다. 영상에서 언급된 Tepper 포트폴리오의 섹터 비중은 커뮤니케이션 서비스 약 9%, 경기소비재 약 24%, 기술 약 15% 수준으로 제시된다. 상위 보유종목 언급: 상위 10개 중 주요 보유 종목으로 Mastercard, Visa, Amazon, Facebook, Micron Technology, Alphabet 등이 거론되며, 일부 비중 수치(예: 약 0.7~1.7% 수준)가 언급된다. 배당 관련 주장: 영상은 Mastercard(배당수익률 약 0.8% 수준, 연 배당 약 1.6달러, 배당성향 약 24% 언급), Visa(배당 수익률 약 0.5~1% 수준, 연 배당 약 1.2달러, 5년 배당 성장률 약 20% 언급)를 배당 성장 투자 대상으로 소개하며, 배당성향이 낮아 장기 투자에 적합하다고 주장한다. 기타 종목: Twitter와 일부 배당주(수익률 약 7% 이상으로 언급된 종목)가 거론되나 자막 오인식이 많아 정확한 수치는 불확실하다. 최근 분기 변화: 영상 후반부에서 Tepper가 2분기에 Visa, Mastercard, PayPal, Walt Disney, Emerson Electric 등을 보유 또는 신규 편입했다고 언급한다. 전망과 리스크: 발언자는 Visa·Mastercard의 배당 성장이 지속될 것으로 보며 배당 투자자에게 좋은 선택지라고 평가한다. 다만 자막 품질이 낮아 수치와 종목명은 검증이 필요하며, 영상은 2020년 10월 기준 정보임을 고려해야 한다.
다듬은 글
and they video all being taking a look at David Taper portfolio was Once considered to be the hottest in Western Wall Street but first if you to the Channel Don't Forget to subscribe and to notifications Bel o David Allen rapper and defender of Appaloosa - Meet with five Point Seven billion dollar hedge fund investment firm based in New Jersey que Michele became interested in the stock Market and Young Boy What is Father three Dogs henison of Pittsburgh now is President and founder of apolos aménagement Pepper and International reputation for producing some of the restrictions amongst managers on Wall Street blue and who Sea and growing focuses Website David rapper Rangers Number One growing Lester William Turner every turn of event Point One percent in the second Place we have Run by John William Turner trees we turn of Green Point I felt and the Vanguard Out and we don't Earn every turn of fourteen Pointer 20 percent and before I show you the top ten worst things I'm gonna show you the sector ratings of Dave tepper portfolio and the Justice sector is communication Services Within a region that nine second percent is consumer cyclical Within twenty-four percent and study is technology Waiting around the fifteen percent Year we have the top out of the portfolio of David Pepper and Only three Of His top ten holdings are divided Main companies in the first Six companies are where it sells Company in the first divide the Company is your hate It That comes and they don't perceive da Anvisa and nine and Mastercard and place in South delhi just Holding in David por portfolio is a lie baba Waiting wellpoint sixty-four percent Daily with Amazon Within One Point Seventy percent and your list mobile iOS Waiting time points with Seven percent Dan Waiting around Eight percent with Facebook micron technology And alphabet and Number Seven with Heavy and TNT waiting for point seventy-seven percent and it is a dividend pay in Company and the Word World for it is Seven point seventy-seven percent and You'll pay out to dollars and cents per share and pay out Rachel is around sixty-five per Cent and te em essa five-year dividend growth hacking ao rite percent in which is not great but the Company already is a nice dividend yield of more than Seven percent and we have Twitter Waiting to Point out the seven percent Lamborghinis Visa se divide in stock Waiting to Point out Two percent and Vision essa flower Child Of whole Point is one percent Visa annual payouts' One dollar and twenty and penetration is almost twenty I present the five-year growth rate of the vid is around twenty percent and we can Seal the dividend growth of the Company in to It than the Company page hosting support and last Years Whitney and page one dollar five senses which is a nice growth initiative and and the Company has a lower payout ratio' so it Would Be A Good investment For The long-term Because The Company can keep Thinking and TV Band Over the coming Years and closing the Stop them with Mastercard Waiting to Point Eight percent and master card is also a divide pin Company building minzhi Road a strong Eight percent the Company pause one dollar and sixty times per share per Year and is about Rachel Randy twenty-four percent at vai vira Divine right Ann street for point fifty-seven percent and numbers are very Close To vida Windows e a efetividade Hold him to It than the Company page only Six senses pushed and Desire S with Cine YouTube Pain one dollar in switzerland which is a great divide increase in the last Years and I believe the Company Will keep growing and it is evident and Over the coming Years so it can be a good rest for the dividend investors Hi Andri ter-se also wear what you holding David per head to his portfolio in the second Quarter and be still holding Station and also blog visa mastercard PayPal Walt Disney Sea World Emerson Electric All Three is Where technical and level midstream Partners and t-mobile and the Seeds are the new world that they've covered to their portfolio in the second Quarter Will Enjoy this video Don't Forget To Hit The like Button and Thanks for watching What's up
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