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Strategies & Market Trends : Buy Berkshire instead of Vanguard S&P (BRKA) -- Ignore unavailable to you. Want to Upgrade?

To: Wright Sullivan who wrote (232)	3/15/2000 11:25:00 AM
From: Jacques Newey	Respond to of 313

Wright- Re:"I use BRK as a counterweight to the tech in my portfolio" I like your strategy. I have a similar one. My equity portfolio is roughly 1/3 INTC, 1/3 BRKB and 1/3 BPA (my employer). My thoughts are that up and down cycles in these three sectors (semiconductor, Insurance/consumer goods, and oil)will be out of phase most of the time. The net result will be a sort of portfolio value "stabilizing effect". BRK is at "chance of a lifetime" price levels. With Price to intrinsic value currently about 0.5, it is my opinion that there is considerable upside potential with BRK at current levels. Very little downside as Buffet has made a standing offer to buy up BERK from anyone wishing to sell at $45,000/$1,500. I just added some B's at $1500 and am on cloud nine for doing so. FWIW