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Corner of Berkshire & Fairfax Fund - Poll Q4'13


Ross812
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Select 5 companies for inclusion in the Q4'13 COBF Fund:  

228 members have voted

  1. 1. Select 5 companies for inclusion in the Q4'13 COBF Fund:

    • $ Cash
    • AAPL
    • ACN
    • AIG
    • ALS.TO
    • ALSK
    • ATSG
    • AWLCF
    • BAC
    • BAM
    • BBG.AX
    • BBRY
    • BH
    • BP
    • BRK.B
    • C
    • CHK
    • CIDM
    • COH
    • DLB
    • DTV
    • DXM
    • EBIX
    • ENDP
    • ESGR
    • EXETF
    • FB
    • FFH.TO
    • FIATY
    • FNMAS
    • FOS.TO
    • FTP.TO
    • GE
    • GM
    • GNW
    • GOOG
    • GS
    • GVC.TO
    • GY
    • HLF
    • HMM.TO
    • GNFSA
    • HPQ
    • IBM
    • IDT
    • JCP
    • KR
    • L
    • LMCA
    • LRE.L
    • LTS.TO
    • LUK
    • LUKOY
    • MBI
    • MKL
    • MSFT
    • NCT
    • NBG
    • NFLX
    • NOK
    • NTDOY
    • OAK
    • OIBR
    • OUTR
    • PKX
    • RHDGF
    • RHT
    • RJET
    • RSKIA
    • SBGL
    • SD
    • SEB.V
    • SHLD
    • SPRD
    • STX
    • SWY
    • TI-A
    • TPRE
    • TSLA
    • TWGP
    • VOYA
    • VRX
    • WFC
    • WTW
    • YHOO
    • ZINC


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Above are a collection of 85 companies recently discussed in the investment ideas forum and suggestions from board members. Each member gets 5 votes. Choose the companies you believe will have the best total return. The 15 companies (cash is an included asset class) with the most votes will be bought in the portfolio (balance stands at $1,067,000). Allocation will be determined by the number of votes each company receives.

 

The portfolio will be public for anyone to see at the following link:

https://docs.google.com/spreadsheet/ccc?key=0AivVdWOTQE2JdGQzYkFSQUg2eUR3UVRTcThFYWpBelE#gid=21

 

We more than tripled the performance of the S&P last Quarter.

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Thanks to all who have voted so far!  Only 3 days left.

 

It looks like we are going to have some turnover this quarter. Fiat and Glacier Media are more popular than Berkshire this time around!

 

Given how quickly valuations can change, I wonder if a small window might be more appropriate for voting, anyway.

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Q4 of the Corner of Berkshire & Fairfax Fund is Up!

 

Changes to the fund:

 

Symbol    Act - %Ch  (allocation)

 

$-Cash    (+) - 19%    (15%)

BAC -      Sell - 2.2%  (12.6%)

AIG -      Sell - 3.76% (7.9%)

FIATY -    Buy - 55.2% (7.7%)

GVC.TO - New              (7.1%)

BRK.B -  Sell - 18.4% (5.83%)

FFH.TO -  Sell - 22.2% (5.83%)

AAPL -    Buy - 36.4% (5.52%)

SHLD -    Sell -  50%    (5.52%)

LRE.L -    Buy - 20%    (5.21%)

LUK -      Sell - .06%  (4.91%)

SD -        Sell - 34.9%  (4.91%)

ALS.TO - New              (4.6%)

BP -        New              (3.99%)

IBM -      New              (3.37%)

MKL -      Sold Out

OIBR-    Sold Out

DTV-      Sold Out

WFC-    Sold Out

 

 

The portfolio will be public for anyone to see at the following link:

https://docs.google.com/spreadsheet/ccc?key=0AivVdWOTQE2JdGQzYkFSQUg2eUR3UVRTcThFYWpBelE#gid=21

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I think that this portfolio overall looks good very diverse set of stocks which should make this portfolio very stable time will tell but maybe we can start a COBF index investment company ala www.gothamassetmanagement.com. if I was starting a portfolio today this would be a very good start I think. 

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