Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: MCsweet who wrote (58828)	1/3/2017 12:17:19 AM
From: Jurgis Bekepuris	Respond to of 79085

I thought you were talking about hanging it up back then given returns versus S&P. I'm still hanging it up. ;) I'm still cleaning up and getting rid of oil cos. Most of my remaining portfolio is in forever holds. If only I could manage to hold forever. ;) I might still invest in special situations. This year special situations (Fannie/Freddie) made a huge positive impact. Last year I had a rather large negative impact. Holding BRK this year would have outperformed me/SP500/etc. So. I'd go indexes, but the market is rather expensive and I'm not brave enough to go international indexes that have been underperforming for last 5-7 years. I'd go full-BRK, but it's huge and Buffett is not getting younger. I haven't found a BRK-alternative. Yet. I still have no illusions that I am any good at this. :) Look at distribution of CoBF member returns for comparison. ;) Good luck to you. It's always a pleasure to chat.