Well, ... to start with, let me post an update on your 10 stock portfolio, together with that selection of Buffett stocks from his holdings ...
In the past I’ve generally posted an update after about a month. I thought I’d wait an extra month this time due to the way the market’s behaved in recent times.
And, in that regard, maybe the performance of the two portfolios is a reflection of sorts.
In the Sergio H portfolio we see a fall off from 20.1% to its current 17%, while the Buffett stocks have improved from 13.1% to 17.7% and have taken the lead between the two.
As we know, Buffett generally chooses companies that he sees as having Durable Competitive Advantage, and maybe those are the ones that perform better in current market conditions.
Stocks from Sergio H that have surrendered some previous gain are CAT, 26.5% to 14.9%, JPM (not surprisingly) from 20.4% to 12% and HPQ from a previous negative -7% to -18.5%. Clownbuck has given his opinion regarding HPQ at ...
Message 28250616
Stocks that have gained are DIS, 43.7% to 51.8% and MMM, 17.5% to 21.3%
Now if we look at Buffett’s stocks there have been only two minor declines, IR from 54.4% to 53.3% and PG from 0.1% to -3.6%
All the other stocks have shown improved gains with USG leading the pack with a gain from 150.4% to 206.8%. GCI showed a gain from 39.1% to 53.4% and COST from 2.7% to 14.2%. |
