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2022-01-26
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Cathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德与沃伦·巴菲特：2022年谁会赢？</blockquote>
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But now Berkshire Hathaway is gaining on ARKK.</p><p><blockquote><html><head></head><body>凯西·伍德 (Cathie Wood) 的方舟创新交易所交易基金因其专注于科技和成长型股票而在 2020 年飙升。但现在伯克希尔哈撒韦公司正在收购 ARKK。</body></html></blockquote></p><p>Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.</p><p><blockquote>Ark Invest 首席执行官 Cathie Wood 专门寻找高增长科技股。随着特斯拉等科技公司获得巨额利润，她的方舟创新ETF在2020年飙升。</blockquote></p><p>However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They're becoming wary of growth stocks, whose valuations are often stretched.</p><p><blockquote>然而，近几个月来，高增长科技股已经失宠。随着美联储可能加息的临近，投资者正在寻求安全，而不是波动。他们开始对成长型股票保持警惕，因为这些股票的估值往往过高。</blockquote></p><p>With such a shift in investor mindset, it's no surprise that Warren Buffett's Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.</p><p><blockquote>随着投资者心态的转变，沃伦·巴菲特的伯克希尔·哈撒韦公司正在崛起也就不足为奇了。巴菲特是一位彻头彻尾的价值投资者。通过他的控股公司，他只投资于基本面和盈利潜力强劲的公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16464995522f4ba8e5ac1a5f673a67d9\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</span></p></blockquote></p><p><b>Ark Innovation: Shoot for the Moon</b></p><p><blockquote><b>方舟创新：向月球射击</b></blockquote></p><p>A year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.</p><p><blockquote>一年前，超级投资者凯西·伍德和她的方舟创新基金是华尔街的祝酒词。自大流行开始以来，该 ETF 已上涨约 170%。</blockquote></p><p>But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.</p><p><blockquote>但自 2021 年 2 月创下历史新高以来，方舟创新 ETF 已下跌超过 54%。该 ETF 于 1 月 21 日创下每股 71 美元左右的 52 周新低。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a34b2b52e141088528b4981de8c80c0\" tg-width=\"958\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Figure 2: ARKK vs. SPY performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：ARKK与SPDR标普500指数ETF的表现。</span></p></blockquote></p><p>Besides Tesla, two of ARKK's top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc's remote medical services also benefited greatly from the pandemic.</p><p><blockquote>除了《特斯拉》之外，ARKK 的两部顶级剧目都是大流行时代的戏剧。Zoom是疫情的宠儿，通过呆在家里的趋势。而Teladoc的远程医疗服务也从疫情中受益匪浅。</blockquote></p><p>Now that doctor's offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.</p><p><blockquote>现在医生办公室重新开放，员工重返工作岗位，这些企业及其股票已经失宠。ARKK投资组合中的其他成长型股票受到宏观经济不确定性、即将加息和反风险投资者情绪的损害。</blockquote></p><p>But Cathie Wood's picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don't look for them to repeat their historical peaks anytime soon.</p><p><blockquote>但是凯西·伍德的选秀权有很大的未来潜力。即使它们的估值在短期内捉襟见肘，我们也可以证明长期投资是合理的。只是不要指望他们很快重复他们的历史巅峰。</blockquote></p><p><b>Berkshire Hathaway: Get Rich Slowly</b></p><p><blockquote><b>伯克希尔哈撒韦公司：慢慢致富</b></blockquote></p><p>It's hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it's underperformed the benchmark since 2020.</p><p><blockquote>很难对伯克希尔哈撒韦公司的战略提出异议。在 91 岁的投资传奇人物沃伦·巴菲特 (Warren Buffett) 的领导下，这家控股公司拥有成功的业绩记录，尽管自 2020 年以来其表现一直低于基准，但几乎没有停止的迹象。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8931319618cb1ad19db83d84250ce3a7\" tg-width=\"1229\" tg-height=\"532\" width=\"100%\" height=\"auto\"/><span>Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：BRK（红色）、SPDR标普500指数ETF（紫色）和ARKK（蓝色）性能。</span></p></blockquote></p><p>Apple — the world's largest company by market cap — is Berkshire Hathaway's biggest holding, at nearly 50%. That's followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.</p><p><blockquote>苹果是全球市值最大的公司，是伯克希尔哈撒韦公司最大的持股，持股近 50%。紧随其后的是美国银行、美国运通和可口可乐。这些不是成长型股票，相反，它们是基本面稳健的公司，支付股息并有多余现金为股东创造价值。</blockquote></p><p>Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy's resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.</p><p><blockquote>多年来，巴菲特也一直坚定看好美国经济。凭借数十年的经验，他能够将美国经济的弹性和实力——与全球其他经济体相比——视为他成功投资记录的关键。</blockquote></p><p>Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.</p><p><blockquote>巴菲特认为，基本面稳固的公司的长期增长必然会在不同的市场周期为其投资者创造价值。他的一些臭名昭著的名言，如 “今天有人坐在树荫下，因为很久以前有人种了一棵树 ”和 “如果你不愿意持有一只股票 10 年，就别想持有它 10 分钟 ”，都强化了他的长期观点。</blockquote></p><p><b>Wood vs. Buffett: Who's the Winner?</b></p><p><blockquote><b>伍德与巴菲特：谁是赢家？</b></blockquote></p><p>We'd say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.</p><p><blockquote>我们可以说沃伦·巴菲特是这里的赢家。他设法在困难时期击败了市场，即使在爆炸性增长时期他的表现逊于市场。</blockquote></p><p>Cathie Wood's philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it's not without high risk.</p><p><blockquote>凯西·伍德的哲学有很多优点。但管理高风险投资组合就像走钢丝没有网。方舟创新ETF虽然向投资者展示了高回报，但也并非没有高风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德与沃伦·巴菲特：2022年谁会赢？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德与沃伦·巴菲特：2022年谁会赢？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-26 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.</p><p><blockquote><html><head></head><body>凯西·伍德 (Cathie Wood) 的方舟创新交易所交易基金因其专注于科技和成长型股票而在 2020 年飙升。但现在伯克希尔哈撒韦公司正在收购 ARKK。</body></html></blockquote></p><p>Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.</p><p><blockquote>Ark Invest 首席执行官 Cathie Wood 专门寻找高增长科技股。随着特斯拉等科技公司获得巨额利润，她的方舟创新ETF在2020年飙升。</blockquote></p><p>However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They're becoming wary of growth stocks, whose valuations are often stretched.</p><p><blockquote>然而，近几个月来，高增长科技股已经失宠。随着美联储可能加息的临近，投资者正在寻求安全，而不是波动。他们开始对成长型股票保持警惕，因为这些股票的估值往往过高。</blockquote></p><p>With such a shift in investor mindset, it's no surprise that Warren Buffett's Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.</p><p><blockquote>随着投资者心态的转变，沃伦·巴菲特的伯克希尔·哈撒韦公司正在崛起也就不足为奇了。巴菲特是一位彻头彻尾的价值投资者。通过他的控股公司，他只投资于基本面和盈利潜力强劲的公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16464995522f4ba8e5ac1a5f673a67d9\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</span></p></blockquote></p><p><b>Ark Innovation: Shoot for the Moon</b></p><p><blockquote><b>方舟创新：向月球射击</b></blockquote></p><p>A year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.</p><p><blockquote>一年前，超级投资者凯西·伍德和她的方舟创新基金是华尔街的祝酒词。自大流行开始以来，该 ETF 已上涨约 170%。</blockquote></p><p>But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.</p><p><blockquote>但自 2021 年 2 月创下历史新高以来，方舟创新 ETF 已下跌超过 54%。该 ETF 于 1 月 21 日创下每股 71 美元左右的 52 周新低。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a34b2b52e141088528b4981de8c80c0\" tg-width=\"958\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Figure 2: ARKK vs. SPY performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：ARKK与SPDR标普500指数ETF的表现。</span></p></blockquote></p><p>Besides Tesla, two of ARKK's top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc's remote medical services also benefited greatly from the pandemic.</p><p><blockquote>除了《特斯拉》之外，ARKK 的两部顶级剧目都是大流行时代的戏剧。Zoom是疫情的宠儿，通过呆在家里的趋势。而Teladoc的远程医疗服务也从疫情中受益匪浅。</blockquote></p><p>Now that doctor's offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.</p><p><blockquote>现在医生办公室重新开放，员工重返工作岗位，这些企业及其股票已经失宠。ARKK投资组合中的其他成长型股票受到宏观经济不确定性、即将加息和反风险投资者情绪的损害。</blockquote></p><p>But Cathie Wood's picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don't look for them to repeat their historical peaks anytime soon.</p><p><blockquote>但是凯西·伍德的选秀权有很大的未来潜力。即使它们的估值在短期内捉襟见肘，我们也可以证明长期投资是合理的。只是不要指望他们很快重复他们的历史巅峰。</blockquote></p><p><b>Berkshire Hathaway: Get Rich Slowly</b></p><p><blockquote><b>伯克希尔哈撒韦公司：慢慢致富</b></blockquote></p><p>It's hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it's underperformed the benchmark since 2020.</p><p><blockquote>很难对伯克希尔哈撒韦公司的战略提出异议。在 91 岁的投资传奇人物沃伦·巴菲特 (Warren Buffett) 的领导下，这家控股公司拥有成功的业绩记录，尽管自 2020 年以来其表现一直低于基准，但几乎没有停止的迹象。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8931319618cb1ad19db83d84250ce3a7\" tg-width=\"1229\" tg-height=\"532\" width=\"100%\" height=\"auto\"/><span>Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：BRK（红色）、SPDR标普500指数ETF（紫色）和ARKK（蓝色）性能。</span></p></blockquote></p><p>Apple — the world's largest company by market cap — is Berkshire Hathaway's biggest holding, at nearly 50%. That's followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.</p><p><blockquote>苹果是全球市值最大的公司，是伯克希尔哈撒韦公司最大的持股，持股近 50%。紧随其后的是美国银行、美国运通和可口可乐。这些不是成长型股票，相反，它们是基本面稳健的公司，支付股息并有多余现金为股东创造价值。</blockquote></p><p>Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy's resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.</p><p><blockquote>多年来，巴菲特也一直坚定看好美国经济。凭借数十年的经验，他能够将美国经济的弹性和实力——与全球其他经济体相比——视为他成功投资记录的关键。</blockquote></p><p>Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.</p><p><blockquote>巴菲特认为，基本面稳固的公司的长期增长必然会在不同的市场周期为其投资者创造价值。他的一些臭名昭著的名言，如 “今天有人坐在树荫下，因为很久以前有人种了一棵树 ”和 “如果你不愿意持有一只股票 10 年，就别想持有它 10 分钟 ”，都强化了他的长期观点。</blockquote></p><p><b>Wood vs. Buffett: Who's the Winner?</b></p><p><blockquote><b>伍德与巴菲特：谁是赢家？</b></blockquote></p><p>We'd say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.</p><p><blockquote>我们可以说沃伦·巴菲特是这里的赢家。他设法在困难时期击败了市场，即使在爆炸性增长时期他的表现逊于市场。</blockquote></p><p>Cathie Wood's philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it's not without high risk.</p><p><blockquote>凯西·伍德的哲学有很多优点。但管理高风险投资组合就像走钢丝没有网。方舟创新ETF虽然向投资者展示了高回报，但也并非没有高风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF","BRK.A":"伯克希尔"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191124359","content_text":"Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They're becoming wary of growth stocks, whose valuations are often stretched.With such a shift in investor mindset, it's no surprise that Warren Buffett's Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?Ark Innovation: Shoot for the MoonA year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.Figure 2: ARKK vs. SPY performance.Besides Tesla, two of ARKK's top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc's remote medical services also benefited greatly from the pandemic.Now that doctor's offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.But Cathie Wood's picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don't look for them to repeat their historical peaks anytime soon.Berkshire Hathaway: Get Rich SlowlyIt's hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it's underperformed the benchmark since 2020.Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.Apple — the world's largest company by market cap — is Berkshire Hathaway's biggest holding, at nearly 50%. That's followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy's resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.Wood vs. Buffett: Who's the Winner?We'd say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.Cathie Wood's philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it's not without high risk.","news_type":1,"symbols_score_info":{"ARKG":0.9,"BRK.B":0.9,"ARKK":0.9,"BRK.A":0.9,"ARKF":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639357196"}
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