throw123

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

added to DG

I have a similar train of thought. if the share price tanks it would be a blessing for new management

ADRs`?

could be, I should probably still be checking my credit card statements... Although I figure not checking is still cheaper than divorce

What the fuck, its 50usd !!! i need to start checking my credit card statements

He never bought banks

11 pct cash - not intentional, I like to keep far less

38 was fortunate to have started working in 08 and putting everything i could into the market since then plus increasing salary. Salary has probably peaked for me this year but not too bothered as I am about 3-5 years out from my target which is 2pct of my investment portfolio covering all expenses

oxy and DG

couldnt agree more, not that i am able to bring myself to buy costco but the rest of what you are saying...

same