比尔盖茨重仓的三只“高派息”美股，值得抄作业吗？

智通财经03-11

美国亿万富翁偏爱派息股票，“股神”沃伦•巴菲特(Warren Buffett)和“新对冲基金之王”肯•格里芬(Ken Griffin)等著名亿万富翁投资者均持有大量派息股票。比尔·盖茨(Bill Gates)也是如此，虽然他不像巴菲特和格里芬那样管理上市公司或对冲基金，但他向比尔和梅林达·盖茨基金会信托基金捐赠了一大笔钱。这个慈善基金会420亿美元的投资组合中有一半以上投资于这三只股息股。1.微软...

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Allen)共同创立了这家科技公司，并领导了多年。到目前为止，微软是盖茨基金会信托基金持有的最多的股票，在2023年底占其总投资组合的33.98%。许多科技公司不支付股息，但微软是个例外。该公司于2003年启动了一项股息计划。在过去的10年里，微软的股息支付增加了近168%。不过，其股息收益率仍只有0.74%。收益率如此之低的一个关键原因是微软的股价飙升。该股在过去10年里达到10倍的涨幅，在过去12个月里上涨了近60%。2.加拿大国家铁路(CNI.US)盖茨基金会不仅押注微软等科技股。加拿大国家铁路公司是其第三大持仓股，占总投资组合的近16.3%。加拿大国家铁路公司业务并不仅仅局限于加拿大。它拥有大约2万英里的铁路，在美国中部地区运输产品。除了铁路运营外，该公司还提供运输和物流服务。这家运输公司已经连续28年增加股息，最近一次是在2024年第一季度将股息提高了7%。其股息收益率目前为1.94%。3.卡特彼勒(CAT.US)卡特彼勒是盖茨基金会的第五大持仓股。它占总投资组合的5.14%。这其与上述两只股票的总权重达到55.41%。盖茨基金会自2005年第四季度以来一直持有卡特彼勒。然而，该公司上一次增持这家设备制造商的股票要追溯到2013年第四季度。最近一笔涉及卡特彼勒的交易发生在2022年第一季度，该基金会出售了该公司约24%的股份。多年来，卡特彼勒为盖茨基金会带来了可观的股息收入。自1933年以来，该公司每个季度都支付股息，并连续29年增加派息。目前其股息收益率为1.55%。盖茨的顶级派息股投资可以“抄作业”吗?仅仅因为某个亿万富翁投资者拥有某只股票，就去买它并不是个好主意。首先，当这位亿万富翁首次购买这些股票时，起作用的因素可能会随着时间的推移而发生变化。其次，收益投资者可以找到许多其他股票，它们提供的股息比微软、加拿大国家铁路和卡特彼勒更具吸引力。价值投资者也可以找到更好的选择。这些股票中有适合成长型投资者的吗?我们可以把加拿大国家铁路和卡特彼勒从名单上划掉。然而，微软应该有巨大的增长前景，这在很大程度上要归功于生成式人工智能的日益普及。不过，它的股价已经有了很大的增长空间，预期市盈率超过31倍。不过，The Motley Fool分析师Keith 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