ourkid8 Posted September 15, 2010 Share Posted September 15, 2010 My current portfolio is 16.67% in Fairfax financial (as of June 30, 2010) as HWIC are significantly better investors then I am!!! Link to comment Share on other sites More sharing options...
DynamicPerception Posted September 15, 2010 Share Posted September 15, 2010 You may get a better response via a poll. Just a suggestion. It would be interesting. Link to comment Share on other sites More sharing options...
Myth465 Posted September 15, 2010 Share Posted September 15, 2010 0 Same But will go up soon enough Link to comment Share on other sites More sharing options...
Hawks Posted September 15, 2010 Share Posted September 15, 2010 FFH is 5.4% (BRK.B is 6.5% fyi). Will buy more FFH if today's drop continues. Link to comment Share on other sites More sharing options...
ericd1 Posted September 15, 2010 Share Posted September 15, 2010 Perhaps a little heavy at 37% of equities, 17% of portfolio. But I sleep well at night! Link to comment Share on other sites More sharing options...
Guest longinvestor Posted September 15, 2010 Share Posted September 15, 2010 32% Link to comment Share on other sites More sharing options...
Fairfaxnut Posted September 15, 2010 Share Posted September 15, 2010 30% Personal port 12% Partnership Link to comment Share on other sites More sharing options...
premfan Posted September 15, 2010 Share Posted September 15, 2010 O % as of now. Link to comment Share on other sites More sharing options...
Guest Posted September 15, 2010 Share Posted September 15, 2010 0 Same But will go up soon enough if you guys don't mind me asking, why is that the case? Link to comment Share on other sites More sharing options...
UhuruPeak Posted September 15, 2010 Share Posted September 15, 2010 0 Same But will go up soon enough if you guys don't mind me asking, why is that the case? I can't speak to them, but in the bigger picture there's this: 1. some fear the markets will start the next leg down (I don't think that's the reason) 2. large seasonal unknown due to the Hurricane season (I think it is it) 3. dividend out in January, buy on the ex- date to minimize taxes (could be part of it?) Link to comment Share on other sites More sharing options...
ShahKhezri Posted September 15, 2010 Share Posted September 15, 2010 I'm at 70%. Been as high as 120%. I would sell to buy more of what I want, thus far ive only found two other large caps. Fairfax it is, for me. Link to comment Share on other sites More sharing options...
rkbabang Posted September 15, 2010 Share Posted September 15, 2010 Around 30% Link to comment Share on other sites More sharing options...
beerbaron Posted September 15, 2010 Share Posted September 15, 2010 Around 12%. Won't add more unless I see discount to BV. BeerBaron Link to comment Share on other sites More sharing options...
Myth465 Posted September 16, 2010 Share Posted September 16, 2010 0 Same But will go up soon enough if you guys don't mind me asking, why is that the case? 2. large seasonal unknown due to the Hurricane season (I think it is it) This combined with the fact that my position was in leaps and was quite oversized caused me to sell. Cost me about 30 - 50% in returns but oh well. I plan to buy back after the season as long as I can get in right around book value. Then it will be a long term buy and hold unless it hits 2x book. Link to comment Share on other sites More sharing options...
alpha231616967560 Posted September 16, 2010 Share Posted September 16, 2010 Currently at 13% Link to comment Share on other sites More sharing options...
Hawk4value Posted September 16, 2010 Share Posted September 16, 2010 FFH currently 20% and BRK at 8% Link to comment Share on other sites More sharing options...
gurjot Posted September 16, 2010 Share Posted September 16, 2010 15%. had some leaps but sold them when got delisted from nyse. loved playing ffh options. oh well.... Link to comment Share on other sites More sharing options...
Parsad Posted September 16, 2010 Share Posted September 16, 2010 No Fairfax in MPIC Fund I, LP presently. 10% Fairfax in MPIC Canadian LP...we keep a portion in Canadian investments, and I can't find much better than Fairfax in Canada. 5% Fairfax in personal and corporate portfolios. Nothing wrong with owning Fairfax and investors will do great long-term...just other things often are cheaper. The thing is we've always been in and out. Our job in all of our portfolios is to exploit market inefficiencies, so we don't fall in love with anything...we average in as they get cheap, and we average out as they get more expensive...doesn't matter if it's Fairfax, Berkshire or any other holding. ITEX would be a different ball of wax, as it is an active holding. Cheers! Link to comment Share on other sites More sharing options...
gaf63 Posted September 16, 2010 Share Posted September 16, 2010 29% Link to comment Share on other sites More sharing options...
txlaw Posted September 16, 2010 Share Posted September 16, 2010 0% at the moment. Link to comment Share on other sites More sharing options...
watsa_is_a_randian_hero Posted September 16, 2010 Share Posted September 16, 2010 35% of personal net worth. 14% of assets in portfolios managed for friends/family. Link to comment Share on other sites More sharing options...
indirect Posted September 16, 2010 Share Posted September 16, 2010 33% of the net worth Link to comment Share on other sites More sharing options...
Partner24 Posted September 17, 2010 Share Posted September 17, 2010 Fairfax is the leading horse in my portfolio in terms of intrinsic value per share gains over the last few years (and Mr Market did take notice), so it's high. One of the basic teachings of Peter Lynch is to not cutting the flowers and watering the weed. So I let the flowers grow, unless: - They've reach full intrinsic value - I've found something more interesting (and no, the grass is not necessarely greener on the neighboor yard and I can sit quietly in one room without the need to buy or sell something). - The long term prospects of the business are not good enough anymore Fairfax have not reach full intrinsic value, I didn't find a clearly greener yard yet and the long term prospects of the business are still good enough to me. And since I don't manage money for others, I have the full liberty to handle swings in stock prices without feeling that I'll lose some part of my paycheck, so I don't need 30, 20 or even 10 names in my portfolio. Just a few is quite enough to me at this moment. Cheers! Link to comment Share on other sites More sharing options...
treasurehunt Posted September 17, 2010 Share Posted September 17, 2010 13% of portfolio (including investable cash) Link to comment Share on other sites More sharing options...
opihiman2 Posted September 17, 2010 Share Posted September 17, 2010 When I first bought Fairfax many years ago, I decided to put all of my money that I saved up before I went to medical school into that one idea. So, at one point, it was 100% of my portfolio. I haven't added to it, but I have bought protection recently to the downside. Including Google and AEO, it's now roughly 50% of portfolio. Link to comment Share on other sites More sharing options...
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