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Re: Prudent Capitalist post# 200

Wednesday, 08/12/2020 12:00:33 PM

Wednesday, August 12, 2020 12:00:33 PM

Post# of 329
I've followed Buffett for years but have owned BRK only for just two years. My portfolio is 100% "Buffett-type" stocks: i.e. proven money makers with commanding presence in their sectors. Aside from a small amount of Boeing, I only own dividend payers. I never buy small cap stocks.

One thing I do just like Buffett/Munger: I rarely trade my stocks and, like the boys, I make no attempt to time the market. No one can do that. Bad market timing can be devastating.

However there is virtually no overlap between my stocks and BRK's. Buffett owns lots of banks while I own none. I haven't owned an airline in 35 years. My only current overlap is UPS and index funds. My holdings have done far better than Buffett's over the past decade.

Very eager to learn whether BRK is adding to his UPS.


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