willie2013 Posted December 17, 2020 Author Posted December 17, 2020 ANGI 6% ADYEY 2% AIV 11% ATEX 7% AYRWF 3% BYDDY 19% FFXDF 9% KBAL 6% RP 8% ROOT 7% SSPK 6% SPT 6% STNE 8% My largest account outside of a 401K. Only had three positions above (BYD, Fairfax India, and StoneCo) to start the year. Sold several larger positions bought in March/April (Wayfair and Capri) way too soon. Also sold a 15% position in Suncor too soon but at a nice gain . Sold a basket of gold miners toward the end of last week and wish I’d kept them. Watched and read quite a bit on ROOT lately. SSPK and Sprout Media (SPT) seem to be in the right spaces , selling digital advertising and software to the cannabis industry and selling a social media management platform to advertisers. Uncomfortable with my current portfolio risk with AIV. KBAL is a deep value pick and a “flat lining chart” company in an out of favor industry, office furniture. RP is a local Dallas company with superb products although they are sold to apartment owner/developers. Perhaps a near term counterparty risk with this position. APEX is an idea from here and looks to be a combination of deep value with growth . News of a big sale in the next few months would move the stock perhaps. Any thoughts would be appreciated and need to add my sincere appreciation to the many posters here that share their ideas and expertise! -willie
ourkid8 Posted January 6, 2021 Posted January 6, 2021 I recently sold Chou Associates as it has been a terrible investment over the long term and I will look at deploying the cash during the next sell-off. Here is an update on my portfolio as last time I forgot to include my ETF from my pension. Any feedback? Atlas: 25.18% Fairfax: 20.31% Trisura: 18.32% CN Rail: 9.72% Royal Bank: 7.9% S&P500 ETF: 6.41% Cash: 4.59% Blackberry: 3.95% Wells Fargo: 3.39% What do you guys think of my portfolio? Any feedback? to give an idea on size of portfolio, it is between $500k - $2m Atlas - 27.35% Trisura - 20.10% Fairfax - 19.71% CN Rail - 10.22% Royal Bank - 8.34% Blackberry - 5.88% Chou Associates - 4.36% Wells Fargo - 3.38% Premier Diversified Holdings - 0.55%
Spekulatius Posted January 6, 2021 Posted January 6, 2021 I recently sold Chou Associates as it has been a terrible investment over the long term and I will look at deploying the cash during the next sell-off. Here is an update on my portfolio as last time I forgot to include my ETF from my pension. Any feedback? Atlas: 25.18% Fairfax: 20.31% Trisura: 18.32% CN Rail: 9.72% Royal Bank: 7.9% S&P500 ETF: 6.41% Cash: 4.59% Blackberry: 3.95% Wells Fargo: 3.39% What do you guys think of my portfolio? Any feedback? to give an idea on size of portfolio, it is between $500k - $2m Atlas - 27.35% Trisura - 20.10% Fairfax - 19.71% CN Rail - 10.22% Royal Bank - 8.34% Blackberry - 5.88% Chou Associates - 4.36% Wells Fargo - 3.38% Premier Diversified Holdings - 0.55% 25% in something like Atlas is really gutsy, imo, especially since you have more exposure with Fairfax being at 20% is even higher.
willie2013 Posted January 6, 2021 Author Posted January 6, 2021 ANGI 4% ATEX 10% ATTO 5% ATCO 5% AYRWF/CRLBF/GTBIF/HRVSF 16% BYDDY 21% FFXDF 11% KBAL 6% KNOP 4% SSPK 3% reduced 2/3 today SPT 5% STNE 7% YEXT 3% Total including 401K is about 50% BRKB and 50% stocks above
sarganaga Posted January 7, 2021 Posted January 7, 2021 Oil & Gas Pipelines (PAGP, OGZPY) 4% U.S. Dividend Stocks (SCHD) 6% Timber (ACAZF) 6% Emerging Market Bonds (TEI) 6% Oil & Gas Royalties CRT, DMLP) 8% Cash 15% Emerging Market Value (FEMS,DEM) 22% Gold 33%
cwericb Posted January 7, 2021 Posted January 7, 2021 I recently sold Chou Associates as it has been a terrible investment over the long term and I will look at deploying the cash during the next sell-off. Here is an update on my portfolio as last time I forgot to include my ETF from my pension. Any feedback? Atlas: 25.18% Fairfax: 20.31% Trisura: 18.32% CN Rail: 9.72% Royal Bank: 7.9% S&P500 ETF: 6.41% Cash: 4.59% Blackberry: 3.95% Wells Fargo: 3.39% What do you guys think of my portfolio? Any feedback? to give an idea on size of portfolio, it is between $500k - $2m Atlas - 27.35% Trisura - 20.10% Fairfax - 19.71% CN Rail - 10.22% Royal Bank - 8.34% Blackberry - 5.88% Chou Associates - 4.36% Wells Fargo - 3.38% Premier Diversified Holdings - 0.55% Ditto on Chou Ass, but retained some. We also share FFH & RY
no_free_lunch Posted January 7, 2021 Posted January 7, 2021 Ourkid, don't mean to be rude but since you asked, why the BB stake. You have exposure via ffh already. Are you that confident in it?
ourkid8 Posted January 7, 2021 Posted January 7, 2021 I purchased my stake in BB in low $4's which based on my calculation was below its liquidation value. I did not expect BB to be a leader but to grow at or near the industry average which will give me a solid overall return. With the recent alliance and co-development of BB Ivy, this IMO will be John's chen's exit strategy and in 2023 for him to cash out with a sale to Amazon or another large tech. My issue so far has been poor execution which we all can agree is the systemic issue with the company however it looks like they maybe turning a corner this year... Let's wait and see. Ourkid, don't mean to be rude but since you asked, why the BB stake. You have exposure via ffh already. Are you that confident in it?
no_free_lunch Posted January 7, 2021 Posted January 7, 2021 I guess I will share , can't hurt. I will ignore % but bam and Brk are big everything else 2 to 3%. ELF.TO SEC.TO BAM BRK FFH small position MO GD HHFA.DE MOTR.L gud.to Isv.to Dsg.to FCAU Vie.to The balance in miscellaneous ETFs.
Junto Posted January 7, 2021 Posted January 7, 2021 WFC REDW ETH.X DGRO MFIN RWIFX POAGX PRNHX SNXFX TRSAX PESPX THRY WFC Jan 22 $30 calls WFC Jan 22 $37.5 calls Doesn't include a good cash position right now. Probably the lightest on individual stocks that I have been in a while.
AzCactus Posted January 7, 2021 Posted January 7, 2021 BRKB SHSP AKREX AON PCG BOMN ESTC WORK INTC Mostly equally waited but BRK/AKREX are both above 15%.
cameronfen Posted January 7, 2021 Posted January 7, 2021 GPW.PL AIV ENT.GB CTA.ZA ASPU DESP TWTR WINE.GB TIGO BUR.GB BGCP BABA SUM.NZ 215.HK CLV.AUX LIC.AUX OBL.AUX P34.SG MCO YUMC SIS.CA BOLSA_A.MX WB FB IAC GOOG NKL.CA UPLD INS ITRN SSPK JMIA I would say a lot of positions are just trackers (under 1ish %), JMIA, SSPK, INS, WB, YUMC, 215.HK, TWTR, WINE.GB. Quite a few are small positions(1-4ish%) : UPLD, NKL, GOOG, BOLSA_A.MX, YUMC, MCO, CLV.AUX, BABA, AIV, ASPU, DESP, TIGO, P35.SG, IAC, ENT.GB. The rest are largish positions 4-10% with LIC.AUX and OBL.AUX and CTA.ZA being the largest. Both LIC and CTA basically became large positions because of appreciation which is how I want my large positions to come into being. ENT.GB was a relatively large position but with the recent buyout news I sold it down because, even though I think there will be a higher bid, I don't really have any expertise in merger arbitrage. I have a large number of stocks. Probably not optimal, but there are a lot of things I like and I don't really like going overweight one stock for risk management purposes. I would rather overweight similar themes of which I have quite a few. Thanks to everyone that has suggested ideas, of which I have stolen a good number.
dpetrescu Posted January 12, 2021 Posted January 12, 2021 Excluding SPACS which I think of as a cash account: 35% - Simpson This has been my majority position for almost a decade. This is the only position I’ll keep regardless of pandemics or word wars. 29% - BYD Followed Munger with this. Wasn’t expecting the EV frenzy. What does everyone think about their 92B valuation? Rest: ADSK - I know very expensive but they have a such a strong competitive advantage. I’ve been complaining they’re too expensive for a decade DEO - strong brand in the one industry that can’t be disrupted (can it?) DIS - this is a bet that parents will continue to spend money and will care about their kids in the future DISCA - Malone convinced me. They have a competitive advantage and are now following the example of Disney. Reminds me of Autodesk following the example of Adobe. STNE - following the Berkshire duo with this TYL - Tyler, Daily Journal competitor. Learned about it from a Munger video. Smallest of my positions. Keep meaning to learn more about it to see if it’s promising
BG2008 Posted January 12, 2021 Posted January 12, 2021 Excluding SPACS which I think of as a cash account: 35% - Simpson This has been my majority position for almost a decade. This is the only position I’ll keep regardless of pandemics or word wars. 29% - BYD Followed Munger with this. Wasn’t expecting the EV frenzy. What does everyone think about their 92B valuation? Rest: ADSK - I know very expensive but they have a such a strong competitive advantage. I’ve been complaining they’re too expensive for a decade DEO - strong brand in the one industry that can’t be disrupted (can it?) DIS - this is a bet that parents will continue to spend money and will care about their kids in the future DISCA - Malone convinced me. They have a competitive advantage and are now following the example of Disney. Reminds me of Autodesk following the example of Adobe. STNE - following the Berkshire duo with this TYL - Tyler, Daily Journal competitor. Learned about it from a Munger video. Smallest of my positions. Keep meaning to learn more about it to see if it’s promising I guess you can call your portfolio "50% clone of BRK?" haha, JK
dpetrescu Posted January 12, 2021 Posted January 12, 2021 Haha yes. I like to think of Berkshire as a consultant. Four times a year they pitch me ideas and every once in a while I swing. Excluding SPACS which I think of as a cash account: 35% - Simpson This has been my majority position for almost a decade. This is the only position I’ll keep regardless of pandemics or word wars. 29% - BYD Followed Munger with this. Wasn’t expecting the EV frenzy. What does everyone think about their 92B valuation? Rest: ADSK - I know very expensive but they have a such a strong competitive advantage. I’ve been complaining they’re too expensive for a decade DEO - strong brand in the one industry that can’t be disrupted (can it?) DIS - this is a bet that parents will continue to spend money and will care about their kids in the future DISCA - Malone convinced me. They have a competitive advantage and are now following the example of Disney. Reminds me of Autodesk following the example of Adobe. STNE - following the Berkshire duo with this TYL - Tyler, Daily Journal competitor. Learned about it from a Munger video. Smallest of my positions. Keep meaning to learn more about it to see if it’s promising I guess you can call your portfolio "50% clone of BRK?" haha, JK
valueinvestor Posted January 14, 2021 Posted January 14, 2021 Largest to smallest positions: Short CRM Long SODI Long AIRT Short WDAY Long INFU Long JCTCF Long Jan 40 TSLA puts Any chance you would like to share why you're shorting salesforce?
CGJB Posted February 7, 2021 Posted February 7, 2021 Cash 36.6% Gold Bullion 18.5% -- Ishares Gold ETF (IAU) Gold Mining Stocks 12.6% -- VanEck Vectors Gold Miners ETF (GDX) -- VanEck Junior Gold Miners ETF (GDXJ) Everything Else: Pasona Group (2168 JP) 3.0% B.P. Marsh & Partners (BPM UK) 2.9% Grayscale Bitcoin Trust (GBTC) 2.8% Gazprom ADRs (OGZPY) 2.6% Hess (HES) 2.5% Sanwa (3187 JP) 2.4% Energy Resources of Australia (ERA AU) 2.4% Oisix Ra Daichi (3182 JP) 2.3% Cenkos Securities (CNKS UK) 1.9% Ride On Express Holdings (6082 JP) 1.9% CareNet (2150 JP) 1.8% Thalassa Holdings (THAL UK) 1.5% Alina Holdings (ALNA UK) 1.1% Gazprom Neft ADRs (GZPFY) 1.1% Lukoil ADRs (LUKOY) 1.1% Holdings Under 1%: Anemoi International (AMOI UK) Surgutneftegaz ADRs (SGTZY)
Broeb22 Posted February 8, 2021 Posted February 8, 2021 I guess I'm way less concentrated than others on here. Oh well. Suits me. By position size: VGSH GDYN FB TRRSF Cash JD DAVA FSV MKL AMOT STNE PINS EPAM CSWI TIG ESI ROP FTV POST DFH PAGS GOOG FRFHF GDDY WFC OLLI TV CIGI TAP RGLD WRB KAR HEI XPO MA CBOE KMX ELLH ARCO VNT ACFN STDY.CVR
Spekulatius Posted February 8, 2021 Posted February 8, 2021 I guess I'm way less concentrated than others on here. Oh well. Suits me. By position size: VGSH GDYN FB TRRSF Cash JD DAVA FSV MKL AMOT STNE PINS EPAM CSWI TIG ESI ROP FTV POST DFH PAGS GOOG FRFHF GDDY WFC OLLI TV CIGI TAP RGLD WRB KAR HEI XPO MA CBOE KMX ELLH ARCO VNT ACFN STDY.CVR That's a nice list here. I have similar views on diversification, FWIW.
Ross812 Posted February 8, 2021 Posted February 8, 2021 It depends on the account. I manage an account that buys fixed income (PIMIX for those tax advantaged) and long dated options for a group of retirees. In my personal accounts I hold primarily: NTSX - 90/60 S&P/Treasuries LTPZ - 15 yr TIPS EMB - EM Bonds EDV - LT Treasuries VWO - Emerging Markets BAR/SGOL - Gold RPAR - Risk parity etf For individual stocks, I held my nose and bought quite a bit in last March- GOOG FB JPM WFC KMI ATCO H BRK-B V GS
samwise Posted February 9, 2021 Posted February 9, 2021 Pasona Group (2168 JP) 3.0% CGJB, are you familiar with the Japanese recruitment market? I've never understood it, as it seems hardly anyone applies to a job (don't want to get rejected?) and everything is arranged behind the scenes by recruitment companies. Some of these companies are very hands-on and growing quickly, e.g. 2124 was cheap during Covid at 10% FCF yield and 20% growth at 30% ROE. And then there are pure online companies as well, which don't really seem to fit in the culture. I don't think of Japan as a fast growing economy, but seems like the recruitment market is changing perhaps? Are people moving jobs more often maybe? Not sure where this growth for recruitment firms is coming from. If you know anything about the Japanese recruitment market, I'd appreciate your views. Sorry to hijack the thread. We could move this to another thread if there is much to say.
rkbabang Posted February 9, 2021 Posted February 9, 2021 I guess I'm way less concentrated than others on here. Oh well. Suits me. I'm with you. These are mine in alphabetical order. Some of these are very small ~1% positions and even the largest is only 13%. AAPL ADI AMZN APPN ATCO AYRWF LHSIF AXON BAM BRKB FB FSLY FSRWS GAN GOOGL ISRG LAACZ MIDD MSTR NIO NTAP NVEC PRDGF RMRM SAVE (Jan 2022 $45 calls) SDGR SE SHOP SWAV SYTE TRRSF TRUP TTD UI WFCF WMB
CGJB Posted February 9, 2021 Posted February 9, 2021 Pasona Group (2168 JP) 3.0% CGJB, are you familiar with the Japanese recruitment market? I've never understood it, as it seems hardly anyone applies to a job (don't want to get rejected?) and everything is arranged behind the scenes by recruitment companies. Some of these companies are very hands-on and growing quickly, e.g. 2124 was cheap during Covid at 10% FCF yield and 20% growth at 30% ROE. And then there are pure online companies as well, which don't really seem to fit in the culture. I don't think of Japan as a fast growing economy, but seems like the recruitment market is changing perhaps? Are people moving jobs more often maybe? Not sure where this growth for recruitment firms is coming from. If you know anything about the Japanese recruitment market, I'd appreciate your views. Sorry to hijack the thread. We could move this to another thread if there is much to say. Sam, I actually don't know much about the Japanese recruitment market. I bought Pasona in late 2018. It came to my attention through a couple of investors I respect. It has a 50% stake in a listed company (Benefit One, symbol 2412) that wasn't reflected in its stock price.
samwise Posted February 10, 2021 Posted February 10, 2021 Sam, I actually don't know much about the Japanese recruitment market. I bought Pasona in late 2018. It came to my attention through a couple of investors I respect. It has a 50% stake in a listed company (Benefit One, symbol 2412) that wasn't reflected in its stock price. Thanks.
valueinvestor Posted February 10, 2021 Posted February 10, 2021 I wonder if anyone has a one stock portfolio here. I remember a Jeff who had one.
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