John Hjorth Posted February 3, 2019 Author Share Posted February 3, 2019 Conclusion so far: Berkshire - A CoBF darling! Right now I see five CoBF members with a gross position above 100 percent. At least to me, that's ballsy! - - - o 0 o - - - This post is also meant as a friendly bump - the poll is still open, for those members who haven't taken it yet! Link to comment Share on other sites More sharing options...
scorpioncapital Posted February 4, 2019 Share Posted February 4, 2019 I use the training wheels model. I was at like 80% brk for equity portfolio, now down to 40%. The 40% that went down was put into other high quality companies at what hopefully was a decent price that didn't overlap with anything held inside brk equity portfolio. I don't see BRk doubling quite as fast as other potential opportunities. No fault to berkshire! But what can one do? it's a good but difficult problem. Link to comment Share on other sites More sharing options...
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