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

To: Riskmgmt who wrote (4651)	12/22/2019 1:06:06 PM
From: Paul Senior	Respond to of 4690

Yes, I am buying very small amounts of other stocks. Otoh, this month I have begun trimming positions and eliminating positions throughout my portfolios, and my cash now is the highest its ever been - although still a small percentage of my portfolios. I am considering continuing to do this to a greater extent, but it's difficult for me to part with positions that I've never touched and have followed and held for many or several years -- stocks whose prospects still seem good but are trading near highs. I hold no bonds or bond portfolios, and only one ETF (growth stocks), so there's no mitigating factor there for me if the stock market should fall.

To: Riskmgmt who wrote (4651)	2/5/2020 4:51:41 PM
From: Riskmgmt	Respond to of 4690

Updated Jan. 29, 2020 8:07 pm ET / Original Jan. 29, 2020 11:52 am ET Order ReprintsPrint Article Text size Warren Buffett, CEO of Berkshire Hathaway. Photograph by Johannes Eisele/AFP/Getty Images Berkshire Hathaway is sitting on profits of about $47 billion on its almost 6% stake in Apple, making it one of the best investment decisions by CEO Warren Buffett during his 55 years at the helm of the Omaha, Neb.-based conglomerate. Berkshire’s (ticker: BRKA) holding of 254.6 million Apple shares (AAPL)—based on Sept. 30, 2019, data—is now worth $83 billion, with Apple shares closing at $324, up more than $6 a share on Wednesday. Berkshire’s cost is around $36 billion, or $141 a share. barrons.com