4 stock porfolio

[redhots]

Warren Buffett recently had a meeting with MBA students in which he stated the following.

 

Today, with $1 million, he and Charlie would probably invest in four stocks

 

https://blogs.rhsmith.umd.edu/davidkass/

 

What would be your 4 stock portfolio and why? 

 

[Guest notorious546]

what would be your four stock portfolio?

[redhots]

I don't know.  I am thinking great economics that the business can maintain for a long time and then just sit on my ass. 

 

Munger was quoted as saying.

If you live in a small town and if you own a good car dealership , McDonald franchise , best apartment building in town , highest quality office building in town. You are done!

[Partner24]

MKL, FFH, PDH and BRK. Good choice to me if you don't have the time available to study stocks.

[AzCactus]

BAM, CMPR, MKL and UA

[Yours Truly]

AMZN, GOOG, FB, PCLN

[rukawa]

I feel like this thread should be moved to strategies. It doesn't belong here.

[undervalued]

this is gonna be like a bunch or other threads that already exists out there.

[wachtwoord]

It shouldn't but it looks like it does. The only way to reach 50% annual is by limiting your holding time (otherwise you'll regress to the mean return) so people talking about stocks they would hold forever don't get what Buffet is saying. Also people proposing stocks without multi-bagger potential don't. I expect Buffet would focus on special situations.

[antao]

I vote on special situations as well given Buffet's background.