Stocks Warren Buffett is Buying in 2019 (SHOCKING!) 💸

요약 보기

이 영상의 결론: 2019년 워런 버핏이 추가 매수할 종목으로 애플, 뱅크오브아메리카, JP모건, US뱅코프, 골드만삭스를 꼽으며, 그중 본인이 살 만한 것은 애플 정도라고 밝힘. 버핏 포트폴리오 개요: 현재 48개 종목을 보유하며, 변동성이 큰 시기에 현금을 활용해 좋아하는 기업을 추가 매수할 것이라는 논리. 애플: 버핏 포트폴리오 최대 비중 종목. 주가 약 140달러대로 버핏의 평균 매입단가 부근이며, 하락 시 추가 매수로 단가를 낮추거나 유지할 것으로 봄. 주가가 200달러 방향으로 회복할 것이라는 전제. 은행주 3종(뱅크오브아메리카, JP모건, US뱅코프): 직전 분기 버핏이 BAC 비중을 약 30%, USB를 약 25% 늘렸고, 금융주 약세가 지속되면 추가 매수할 것으로 전망. JP모건은 2018년 신규 편입 종목이며 100달러 이하, 배당률 3% 이상으로 매력적이라고 평가. 다만 진행자 본인의 능력범위 밖이라 직접 매수는 망설임. 골드만삭스: 투자은행으로 변동성 시기에 거래량 증가로 수익이 늘어난다는 논리. 2018년 약 250달러에서 150달러 근처로 하락, 장기적으로 잠재력이 있다고 봄. 리스크/조건: 발언은 버핏의 향후 매수에 대한 추측이며, 금융섹터 추가 약세 또는 변동성 지속을 전제. 오라클 등 다른 기술주 매수 가능성도 언급하며 시청자 의견을 요청. 출연자 전망: 금융주 저평가 및 애플 장기 보유 관점은 유지하나, 직접 매수 대상은 애플 위주.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. so Warren Buffett's portfolio currently consists of 48 different stocks so you could be buying any or all of these stocks throughout 2019 but what I want to do with you guys in this video is look at say the top five stocks that I think that he will be looking to purchase more of in 2019 now as usual if you guys enjoy this video enjoy this content drop a huge like down below let's try to get 100 likes on this video and don't forget to subscribe as well if you're brand new to the channel but anyways the reason that I wanted to make a video like this is because during times of uncertainty during times of fear during times of volatility in investors like Warren Buffett really take advantage and deploy the billions of dollars of cash that they have sitting on the sidelines so I think 2019 if it continues to be as volatile as the second half of 2018 was will be a great opportunity for him to spend billions of dollars on companies that he loves so the first company that I think that he's going to be putting a lot more money into this year is Apple now of course this company was going to top the list especially after the correction we've seen in Apple stock so Apple currently sits at the top of Warren Buffett's investment list it's the largest position in his portfolio and I think it's going to continue to grow throughout 2019 so if you look at it from kind of Warren Buffett's perspective his theory is you buy a stock and you hold it forever so when a stock or a company that you love is on sale say 40% discount and that's just another opportunity to go and buy shares that are 40% off and just hold them forever but not only that but what I found really interesting was that his cost basis is actually the 140s which is where the stock is right now so I can almost bet that he's spending a lot of money here on Apple to keep adding into this position not only lower his cost bases potentially but just maintain that 140 cost pieces so he doesn't have to buy more when the stock price does recover and starts moving back up towards $200 per share but anyways getting into our second pick here is Bank of America so in the last quarter Buffett actually increased his holding of Bank of America by around 30% and I think as Banks continue to see weakness here in the stock market and the financial sector as a whole I think buff is just going to keep buying and just keep making this a very large position in his portfolio the third stock that I think he's going to keep buying is JP Morgan Chase so here's another bank I think the largest bank in the US and it's actually a brand new position that he started in 2018 so I was actually surprised to see that he didn't pick up or purchase any shares of JP Morgan before this but now at below $100 per share and over a 3% dividend this is an absolute steal if you understand the business properly which I think Buffett does coming at number four is US band Corp so here's another bank and he actually increased his Holdings in US band for by around 25% in the last quarter and really it's kind of the same reasoning as I just went over with JP Morgan Chase in Bank of America and I think that if we continue to see weakness in these stocks and these Financial stocks Buffet is going to keep buying and keep increasing his Holdings here because remember these positions are still fairly small with compared to the amount of cash he has on the sidelines and how big is Apple position is right now so he could buy a lot more shares of these Banks and finally coming at number five closing out the list here is Goldman Sachs so this is yet another banking stock and it was actually a stock that I personally held in 2018 but what makes Goldman Sachs different from the other Banks like Bank of America JP Morgan Chase is that Goldman Sachs is an investment bank and they're actually supposed to do really well in times of volatility in the market that's because there's a lot more trading going on and they make a lot of more money when this happens now like I said Buffett understands this sector better than probably anyone else out there he knows when Bank stocks are undervalued and I think that he sees a lot of value in Goldman Sachs here we're actually down quite significantly on gold sack stock we were pretty much hitting $250 per share last year now we're down getting close to 150s and I think that there's a lot of potential here with the stock over the very long term and it's kind of clear that Buffett believes that this sector as a whole is very undervalued which is why he's deploying most of his capital in these stocks and I think that trend is going to keep continuing throughout 2019 so really I found it pretty interesting that the majority of the stocks that he's been buying recently and I think that he'll be buying in 2019 are Financial or Bank related stocks Buffett understands these companies very well and he sees something in these companies that most investors don't currently which is why those stock prices are dropping and he just keeps buying more and more the only two stocks that I would personally say that I'd buy from this list would be apple and potentially JP Morgan Chase but realistically I would most likely only be buying Apple because I feel like JP Morgan Chase is a company that I'd like to own but it's still outside of my circle of competence so I'm really curious to know if you guys actually think that Buffett will be buying these five stocks in 2019 and if not what stocks do you think he'll keep buying is he going to be maybe purchasing more shares of Oracle like they did in the last quarter or maybe some other tech company that's currently really undervalued comment it down below I read every single comment reply to every single comment and I really appreciate all the support and don't forget to smash that like button as well either way guys thank you so much for watching hope you enjoyed this video don't forget to invest positively and I'll see you in the next one peace