{"id":15578,"date":"2026-05-20T10:09:30","date_gmt":"2026-05-20T03:09:30","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/portfolio-berkshire-hathaway-va-nhung-thay-doi-chien-luoc-duoi-thoi-greg-abel\/"},"modified":"2026-05-20T10:09:30","modified_gmt":"2026-05-20T03:09:30","slug":"portfolio-berkshire-hathaway-va-nhung-thay-doi-chien-luoc-duoi-thoi-greg-abel","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/20\/portfolio-berkshire-hathaway-va-nhung-thay-doi-chien-luoc-duoi-thoi-greg-abel\/","title":{"rendered":"Portfolio Berkshire Hathaway v\u00e0 nh\u1eefng thay \u0111\u1ed5i chi\u1ebfn l\u01b0\u1ee3c d\u01b0\u1edbi th\u1eddi Greg Abel"},"content":{"rendered":"
\n

Vi\u1ec7c t\u00e1i c\u01a1 c\u1ea5u danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1ea1i Berkshire Hathaway \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd tr\u00ean c\u00e1c s\u00e0n \u0111\u1ea5u t\u00e0i ch\u00ednh qu\u1ed1c t\u1ebf khi nh\u1eefng ti\u1ebft l\u1ed9 m\u1edbi nh\u1ea5t t\u1eeb h\u1ed3 s\u01a1 qu\u00fd mang \u0111\u1ebfn m\u1ed9t c\u00e1i nh\u00ecn c\u1eadn c\u1ea3nh v\u1ec1 c\u00e1ch t\u1eadp \u0111o\u00e0n n\u00e0y v\u1eadn h\u00e0nh d\u01b0\u1edbi k\u1ef7 nguy\u00ean m\u1edbi. Nh\u1eefng thay \u0111\u1ed5i trong danh m\u1ee5c \u0111\u1ea7u t\u01b0 kh\u00f4ng ch\u1ec9 ph\u1ea3n \u00e1nh s\u1ef1 d\u1ecbch chuy\u1ec3n d\u00f2ng ti\u1ec1n m\u00e0 c\u00f2n cho th\u1ea5y nh\u1eefng b\u01b0\u1edbc \u0111i \u0111\u1ea7u ti\u00ean \u0111\u1ea7y toan t\u00ednh c\u1ee7a CEO Greg Abel sau khi ti\u1ebfp qu\u1ea3n v\u1ecb tr\u00ed t\u1eeb nh\u00e0 \u0111\u1ea7u t\u01b0 huy\u1ec1n tho\u1ea1i Warren Buffett. Th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 ph\u1ea3n \u1ee9ng ngay l\u1eadp t\u1ee9c v\u1edbi nh\u1eefng m\u00e3 c\u1ed5 phi\u1ebfu xu\u1ea5t hi\u1ec7n ho\u1eb7c b\u1ecb tho\u00e1i v\u1ed1n, t\u1ea1o ra nh\u1eefng c\u01a1n s\u00f3ng nh\u1ecf tr\u00ean b\u1ea3ng \u0111i\u1ec7n t\u1eed ch\u1ec9 s\u1ed1 M\u1ef9.<\/p>\n

\n \"Portfolio
\u1ea2nh t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/figcaption><\/figure>\n

S\u1ef1 tr\u1edf l\u1ea1i c\u1ee7a nh\u00f3m c\u1ed5 phi\u1ebfu h\u00e0ng kh\u00f4ng<\/h2>\n

\u0110\u00e1ng ch\u00fa \u00fd nh\u1ea5t trong \u0111\u1ee3t \u0111i\u1ec1u ch\u1ec9nh l\u1ea7n n\u00e0y l\u00e0 vi\u1ec7c Berkshire Hathaway r\u00f3t v\u1ed1n tr\u1edf l\u1ea1i v\u00e0o ng\u00e0nh h\u00e0ng kh\u00f4ng, c\u1ee5 th\u1ec3 l\u00e0 Delta Air Lines. V\u1edbi 39,8 tri\u1ec7u c\u1ed5 phi\u1ebfu tr\u1ecb gi\u00e1 kho\u1ea3ng 2,6 t\u1ef7 USD t\u1ea1i th\u1eddi \u0111i\u1ec3m cu\u1ed1i th\u00e1ng 3, Delta \u0111\u00e3 nhanh ch\u00f3ng l\u1ecdt v\u00e0o top 14 kho\u1ea3n n\u1eafm gi\u1eef l\u1edbn nh\u1ea5t c\u1ee7a t\u1eadp \u0111o\u00e0n. \u0110\u1ed9ng th\u00e1i n\u00e0y t\u1ea1o ra s\u1ef1 t\u00f2 m\u00f2 l\u1edbn b\u1edfi c\u00e1ch \u0111\u00e2y 6 n\u0103m, ch\u00ednh Warren Buffett \u0111\u00e3 g\u00e2y s\u1ed1c khi tho\u00e1i s\u1ea1ch to\u00e0n b\u1ed9 danh m\u1ee5c h\u00e0ng kh\u00f4ng M\u1ef9 v\u00ec nh\u1eefng quan ng\u1ea1i s\u00e2u s\u1eafc v\u1ec1 s\u1ef1 thay \u0111\u1ed5i v\u0129nh vi\u1ec5n trong th\u00f3i quen ti\u00eau d\u00f9ng h\u1eadu \u0111\u1ea1i d\u1ecbch. Vi\u1ec7c \u0111\u1ea3o ng\u01b0\u1ee3c chi\u1ebfn l\u01b0\u1ee3c n\u00e0y cho th\u1ea5y m\u1ed9t s\u1ef1 \u0111\u00e1nh gi\u00e1 l\u1ea1i v\u1ec1 nhu c\u1ea7u \u0111i l\u1ea1i to\u00e0n c\u1ea7u, \u0111\u1ed3ng th\u1eddi kh\u1eb3ng \u0111\u1ecbnh r\u1eb1ng d\u00f9 c\u00f3 s\u1ef1 thay \u0111\u1ed5i v\u1ec1 nh\u00e2n s\u1ef1 l\u00e3nh \u0111\u1ea1o, quy tr\u00ecnh t\u01b0 duy c\u1ee7a Berkshire v\u1eabn lu\u00f4n linh ho\u1ea1t d\u1ef1a tr\u00ean d\u1eef li\u1ec7u th\u1ef1c t\u1ebf.<\/p>\n

Trong khi ng\u00e0nh h\u00e0ng kh\u00f4ng ghi nh\u1eadn s\u1ef1 nh\u1eadp cu\u1ed9c m\u1edbi, th\u00ec c\u00e1c nh\u00f3m ng\u00e0nh kh\u00e1c c\u0169ng c\u00f3 nh\u1eefng x\u00e1o tr\u1ed9n \u0111\u00e1ng k\u1ec3. Vi\u1ec7c m\u1edf r\u1ed9ng v\u1ecb th\u1ebf t\u1ea1i Alphabet, bi\u1ebfn g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 n\u00e0y th\u00e0nh kho\u1ea3n n\u1eafm gi\u1eef l\u1edbn th\u1ee9 b\u1ea3y, cho th\u1ea5y Berkshire v\u1eabn \u0111ang \u0111\u1eb7t ni\u1ec1m tin v\u00e0o c\u00e1c h\u1ec7 sinh th\u00e1i s\u1ed1 b\u1ec1n v\u1eefng. \u0110i\u1ec1u n\u00e0y g\u1ee3i li\u00ean t\u01b0\u1edfng \u0111\u1ebfn xu h\u01b0\u1edbng chuy\u1ec3n d\u1ecbch m\u1ea1nh m\u1ebd c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn hi\u1ec7n nay, nh\u01b0 c\u00e1ch m\u00e0 Cisco th\u1ef1c hi\u1ec7n c\u1eaft gi\u1ea3m nh\u00e2n s\u1ef1 \u0111\u1ec3 d\u1ed3n l\u1ef1c cho cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a>. D\u00f9 b\u1ed1i c\u1ea3nh kh\u00e1c bi\u1ec7t, \u0111i\u1ec3m chung ch\u00ednh l\u00e0 s\u1ef1 \u01b0u ti\u00ean t\u1ed1i \u0111a cho c\u00e1c c\u00f4ng ngh\u1ec7 d\u1eabn d\u1eaft t\u01b0\u01a1ng lai trong danh m\u1ee5c \u0111\u1ea7u t\u01b0.<\/p>\n

D\u1ea5u \u1ea5n c\u00e1 nh\u00e2n v\u00e0 s\u1ef1 chuy\u1ec3n giao quy\u1ec1n l\u1ef1c<\/h2>\n

Vi\u1ec7c tho\u00e1i v\u1ed1n h\u00e0ng lo\u1ea1t c\u00e1c t\u00ean tu\u1ed5i nh\u01b0 Mastercard, Visa, Amazon c\u00f9ng v\u1edbi s\u1ef1 c\u1eaft gi\u1ea3m c\u1ed5 ph\u1ea7n t\u1ea1i Chevron mang \u0111\u1eadm h\u01a1i th\u1edf c\u1ee7a m\u1ed9t qu\u00e1 tr\u00ecnh thanh l\u1ecdc danh m\u1ee5c. Nhi\u1ec1u ph\u00e2n t\u00edch cho r\u1eb1ng \u0111\u00e2y l\u00e0 h\u1ec7 qu\u1ea3 c\u1ee7a vi\u1ec7c c\u01a1 c\u1ea5u l\u1ea1i c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 t\u1eebng g\u1eafn li\u1ec1n v\u1edbi Todd Combs tr\u01b0\u1edbc khi \u00f4ng r\u1eddi c\u00f4ng ty. S\u1ef1 tinh gi\u1ea3n n\u00e0y kh\u00f4ng ch\u1ec9 l\u00e0 nh\u1eefng con s\u1ed1 tr\u00ean b\u00e1o c\u00e1o, m\u00e0 c\u00f2n l\u00e0 minh ch\u1ee9ng cho qu\u00e1 tr\u00ecnh chuy\u1ec3n giao t\u01b0 duy qu\u1ea3n tr\u1ecb t\u00e0i s\u1ea3n t\u1eeb th\u1ebf h\u1ec7 c\u0169 sang th\u1ebf h\u1ec7 m\u1edbi.<\/p>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y, d\u00f9 \u0111\u00e3 b\u01b0\u1edbc sang tu\u1ed5i 95, Warren Buffett v\u1eabn hi\u1ec7n di\u1ec7n h\u00e0ng ng\u00e0y t\u1ea1i tr\u1ee5 s\u1edf Omaha. Greg Abel chia s\u1ebb r\u1eb1ng h\u1ecd v\u1eabn duy tr\u00ec k\u1ebft n\u1ed1i ch\u1eb7t ch\u1ebd \u0111\u1ec3 th\u1ea3o lu\u1eadn v\u1ec1 nh\u1eefng g\u00ec \u0111ang di\u1ec5n ra tr\u00ean th\u1ecb tr\u01b0\u1eddng. S\u1ef1 c\u1ed9ng h\u01b0\u1edfng n\u00e0y cho th\u1ea5y d\u00f9 c\u1ea5u tr\u00fac portfolio Berkshire Hathaway \u0111ang c\u00f3 nh\u1eefng thay \u0111\u1ed5i, nh\u01b0ng “DNA” c\u1ee7a t\u1eadp \u0111o\u00e0n v\u1eabn \u0111\u01b0\u1ee3c duy tr\u00ec m\u1ed9t c\u00e1ch nh\u1ea5t qu\u00e1n. M\u1ecdi quy\u1ebft \u0111\u1ecbnh \u0111\u1ec1u \u0111\u01b0\u1ee3c \u0111\u01b0a ra d\u01b0\u1edbi s\u1ef1 tham v\u1ea5n k\u1ef9 l\u01b0\u1ee1ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong giai \u0111o\u1ea1n \u0111\u1ea7y bi\u1ebfn \u0111\u1ed9ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u, n\u01a1i m\u00e0 nh\u1eefng c\u00e2u chuy\u1ec7n v\u1ec1 Nvidia v\u00e0 \u00e1p l\u1ef1c t\u1eeb cu\u1ed9c \u0111ua chip t\u1ea1i Trung Qu\u1ed1c<\/a> v\u1eabn \u0111ang \u0111\u1ecbnh h\u00ecnh n\u00ean t\u00e2m l\u00fd c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 tr\u00ean to\u00e0n th\u1ebf gi\u1edbi.<\/p>\n

Nh\u00ecn s\u00e2u v\u00e0o b\u1ea3n ch\u1ea5t, vi\u1ec7c Berkshire Hathaway t\u00e1i c\u1ea5u tr\u00fac kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 mua hay b\u00e1n, m\u00e0 l\u00e0 s\u1ef1 ph\u1ea3n \u1ee9ng v\u1edbi nh\u1ecbp \u0111\u1eadp c\u1ee7a n\u1ec1n kinh t\u1ebf th\u1ef1c. T\u1eeb vi\u1ec7c m\u1edf r\u1ed9ng s\u1ef1 hi\u1ec7n di\u1ec7n t\u1ea1i c\u00e1c \u0111\u01a1n v\u1ecb b\u00e1n l\u1ebb nh\u01b0 Macy’s cho \u0111\u1ebfn vi\u1ec7c r\u00fat kh\u1ecfi c\u00e1c \u0111\u01a1n v\u1ecb d\u1ecbch v\u1ee5 c\u00f4ng ngh\u1ec7 v\u00e0 ti\u00eau d\u00f9ng kh\u00e1c, m\u1ed7i \u0111\u1ed9ng th\u00e1i \u0111\u1ec1u l\u00e0 m\u1ed9t th\u00f4ng \u0111i\u1ec7p v\u1ec1 c\u00e1ch t\u1eadp \u0111o\u00e0n n\u00e0y nh\u00ecn nh\u1eadn gi\u00e1 tr\u1ecb doanh nghi\u1ec7p. Gi\u1eefa m\u1ed9t th\u1ecb tr\u01b0\u1eddng lu\u00f4n chuy\u1ec3n \u0111\u1ed9ng kh\u00f4ng ng\u1eebng, kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng linh ho\u1ea1t ch\u00ednh l\u00e0 ch\u00eca kh\u00f3a gi\u00fap nh\u1eefng “tay ch\u01a1i” l\u1edbn duy tr\u00ec v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: cnbc.com<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Vi\u1ec7c t\u00e1i c\u01a1 c\u1ea5u danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1ea1i Berkshire Hathaway \u0111ang tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd tr\u00ean c\u00e1c s\u00e0n \u0111\u1ea5u t\u00e0i ch\u00ednh qu\u1ed1c t\u1ebf khi nh\u1eefng ti\u1ebft l\u1ed9 m\u1edbi nh\u1ea5t t\u1eeb h\u1ed3 s\u01a1 qu\u00fd mang \u0111\u1ebfn m\u1ed9t c\u00e1i nh\u00ecn c\u1eadn c\u1ea3nh v\u1ec1 c\u00e1ch t\u1eadp \u0111o\u00e0n n\u00e0y v\u1eadn h\u00e0nh d\u01b0\u1edbi k\u1ef7 nguy\u00ean m\u1edbi. Nh\u1eefng […]<\/p>\n","protected":false},"author":1,"featured_media":15576,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-15578","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=15578"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/15578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/15576"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=15578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=15578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=15578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}