throw123

nestle

username checks out

added as well

Started a position in NESN, will add to on further weakness

its out

Fortunately no tax considerations for me. Brk is 50% of my portfolio, I dont think it is outrageously overvalued but believe the odds are decent to re-enter sub 380 even with higher BV expected to be announced later this month

lightened up on berkshire

agree

I have shifted all my S&p 500 cap weighted index to VBR and RSP. I think the odds are decent for RSP and VBR to outperform cap weighted S&P 500

oxy

Starting position in HSY

i tend to do something similar. Stick some of my trading gains into RSP

More DG. currently 4pct position. would add even more but with earnings on the 31st, holding out in hopes of lower prices

more DG

added more to DG