I. Analysis of Berkshire Hathaway Fund's position. In fact, this fund has been understood at the Berkshire shareholders' meeting. If there are some interested netizens, you can also find the video of this shareholders' meeting online. In this video, you can learn about the trends or opinions of these stocks. By watching this video, Bian Xiao can see the analysis of Berkshire Hathaway's capital. The information technology industry of this fund accounts for a large proportion of the market, and other industries have reduced their holdings to varying degrees.
Second, the industry analysis of the fund At present, the closing price of Berkshire Hathaway Fund has risen from 18 USD to 28 1 USD, which has reached many times. Therefore, Berkshire Hathaway's stock market value has a high return on investment, which makes many domestic investors want to buy this stock, but this stock is not available in China. Because the person in charge of this company has always adhered to the long-term investment strategy, finance and consumption are the two industries with the largest proportion in these stocks, and the market trend of these industries in China is not very good. Therefore, it may be precisely because of these factors that Berkshire Hathaway has not invested too much in the China market. Moreover, in these industries, taking the financial industry as an example, there are only eight financial stocks, but the proportion in the market has reached 40.6%.
Three. Conclusion The market value of Berkshire Hathaway's funds, which have a heavy position in the consumer industry, has shown a downward trend as of 202 1. Because this company is a sub-industry, it generally only invests in some big banks, and the investment ratio of these things in China is relatively small. This is why Berkshire Hathaway's fund investment accounts for a relatively small proportion in China.