throw123

I learned about him a few years ago when he was all about cloning. I watched a few of his interviews which I found interesting at the time, where he alluded to these 20+ pa returns but digging deeper felt he wasnt my cup of tea. My dislike for him developed more recently as it is now clear as day. He is no longer a "shameless cloner". He cleaned the slate by launching a new fund with a new strategy, which may very well beat the S&p 500 over the next 10 years but I believe the odds are that RSP or S&p 600 will likely beat it over the next decade as well, i dont think it would be a difficult feat from todays valuations

Advertising on X now... numbers dont lie

ordered it

haha its you folk that make me want to retire early

I am toying with the idea. 40 next year and assuming i am able to generate 5-6pct p.a. I will be more than fine. Not sure that my investment returns would improve if i shifted to doing it full time, might actually cause additional stress. My plan would be to be 75pct index funds (set and forget), and the rest I invest in individual securities to keep myself busy

agree, its bittersweet

kweb

SBUX, ALLY, WFC

agree

brk.b buying back gradually shares i sold earlier in the year when the stock got a bit ahead of itself

same

Maldives - cause im lazy

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