01/04/2025, 12:00 PM UTC
2025年三大具有宽阔护城河的投资选择（非REITs）3 'Wide Moat' Buys For 2025 (Not REITs)
1. 布拉德·托马斯的投资组合中，多元化是关键，包括REITs、BDCs、公用事业、资产管理、优先股、ETFs和现金。2. 尽管面临监管挑战，Alphabet仍是一个强劲的买入选择，预计未来12个月内回报率可达15-20%。3. ASML Holdings在高端光刻系统领域拥有垄断地位，尽管存在地缘政治担忧，但仍处于显著增长状态。4. LVMH Moet Hennessy Louis Vuitton在奢侈品领域提供稳健的多元化，具有强劲的增长前景，CEO伯纳德·阿诺特的近期回购表明了信心。1. Diversification is key in Brad Thomas's portfolio, which includes a mix of REITs, BDCs, utilities, asset managers, preferreds, ETFs, and cash. 2. Alphabet is a strong buy despite regulatory challenges, with potential returns of 15-20% over the next 12 months. 3. ASML Holdings has a virtual monopoly in high-end photolithography systems, poised for significant growth despite geopolitical concerns. 4. LVMH Moet Hennessy Louis Vuitton offers robust diversification in luxury goods with strong growth prospects and recent buyback signaling confidence.---
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