저자: 미상 · 외국인
요약 보기
이 영상은 Li Lu의 13F 보고서 기반 미국 포트폴리오를 분석한다. 보유 7종목 중 Alphabet(37.64%), Bank of America(29.02%), Berkshire(16.71%) 등이 비중이 크며, 장기 보유와 집중투자, 불필요한 매매 최소화를 교훈으로 제시한다. 개별 종목 가격의 향후 방향에 대한 명시적 예측은 없고, 과거 매수가와 현재가 비교 위주이다.
다듬은 글
Let's learn about the successful strategies followed by investment tycoon Lee. Let's take a look at his American investment history through his 13F filings. Don't worry about it being a big deal , it's just a report that big investors have to submit about their investments. It's possible that Li Lu also has large investments in Chinese stocks , but since he's not required to disclose those transactions , let's focus on what we can see .
So, let's find out what investing secrets we can learn from this legendary investor . He currently has seven companies in his portfolio . That is, he is a very limited investor . He believes that to outperform the market, you need to spot a good opportunity and bet big on it. And such opportunities don't come often.
So, let's start with Seadrill Offshore Corporation, which is number seven in his portfolio . It accounts for 1.28% of his portfolio and is a new investment for Lee Lu. Seadrill Offshore Corporation is an independent oil and gas company headquartered in Houston, Texas. Li Lu just bought his first shares in this company , so we can't tell anything else from this, except that he sees it as an interesting investment opportunity .
Next is Apple. It accounts for 2.99% of his portfolio, and he reduced this stake by 58.18% in the last quarter . We all know about Apple and its products, so I won't waste time introducing this company . Li Lu bought his first shares in the fourth quarter of 2020 at a price of around $130 and hasn't touched that investment for more than 3 years .
And just last quarter , he sold more than half of it at around $233. He is following Buffett , who has also been selling Apple shares for the past four quarters . So, it will be interesting to see whether Li Lu will sell all of his shares or retain a small amount of stake . Next is Occidental Petroleum.
It accounts for 3.06% of his portfolio, and he has not made any changes to this investment in the last quarter. Occidental Petroleum Corporation, also known as Oxy, is a major American oil and gas company. Lee Lu bought his first shares in the second quarter of 2024 at a price of approximately $63 .
The share price is currently near $50. So, for now, these investment plans are not going as expected . In this investment, he is also emulating Warren Buffett , who has been increasing his investments in the company since the first quarter of 2022 . His fifth largest investment is East West Bancorp.
It accounts for 9.29% of his portfolio, and he has not made any changes to this investment in the last quarter. East West Bancorp is a leading financial institution based in California, the parent company of East West Bank. Li Lu purchased his first shares in the first quarter of 2023 at a price of approximately $55 .
Here too, we can see that he bought a certain amount of shares and then kept them . Currently, its price is around $110. So, he doubled his investment in 2 years . Very good. Next, we have Berkshire Hathaway. It accounts for 16.71% of his portfolio and he has not made any changes to this position in the last quarter.
We know that Berkshire Hathaway is a large company run by Warren Buffett. So, this is another investment tied to the best investor in the world. Li Lu bought his first shares in the third quarter of 2021 at a price of approximately $270 . Here too, he has not made any changes to this position since the purchase.
Currently, the price is close to $480 . So, another great investment. This is a perfect example of the 'buy and forget' strategy. The next company is Bank of America Corporation. It accounts for 29.02% of his portfolio and he has not made any changes to this position in the last quarter. Bank of America Corporation is a leading American multinational investment bank and financial services holding company.
Li Lu bought his first shares in the first quarter of 2020 at a price of approximately $21 . This story is a little different . He added more shares to this position when the price rose above $40 nearly 2 years later , which was the worst time to do so. But, if you look at what he did after the price dropped, you can understand the greatness of this investor.
He bought more shares , which significantly reduced his average purchase price. Now that the price has reached around $47 again, he has definitely doubled his investment . His biggest investment is Alphabet. It accounts for 37.64% of his portfolio and he has not made any changes to this position in the last quarter.
We know that Alphabet is the parent company of Google. In this case, Li Lu holds two types of shares : Class C, which has no voting rights, and Class A, which has voting rights. Since their prices are almost the same and both are from the same company , I considered them together to understand his opinion on the company .
Li Lu bought the first shares in the second quarter of 2020 at a price of around $70 , and has added more shares to this position on two occasions. At a price of $109 in the second quarter of 2022, and when the price was closer to $88 in the fourth quarter of 2022 . In this case, his timing was perfect .
The price has since fallen to its lowest level. So, another example is buying shares of a company he really likes and adding more when the price is good . Currently , Alphabet shares are trading near $680 . So, that was an excellent investment for him. If I had to tell you three important lessons from studying Lee Lu's portfolio , I would say the first is to stay focused .
If you are confident that your analysis is correct and you see a great opportunity , invest a large amount. Warren Buffett and Charlie Munger told us the same thing. It makes more sense to invest in your best idea, rather than investing in your 20th best idea. Two, follow other great investors like Warren Buffett.
We shouldn't do it blindly, but if a company has passed the filters of the best investors , it's a good idea to spend some time analyzing those companies . The third lesson is to keep changes in your investments as minimal as possible. Such changes not only cost us money due to the fees we pay when trading , but also hinder the process of compound interest.
We should try to limit sales to just two occasions . One, when we get a good opportunity, and two, when the business fundamentals change. When a significant change is happening in a company , it's good for us to respond . If you want to learn more about Lee Lu and his investment strategy , watch this video . Thanks for watching, see you in the next video.
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