Search found 67 matches

by InvestInPasta
Tue Oct 08, 2019 3:38 am
Forum: Investing - Theory, News & General
Topic: Global Stocks — Market Cap vs. Revenue Exposure
Replies: 17
Views: 2366

Re: Global Stocks — Market Cap vs. Revenue Exposure

Where can we find updated data of MSCI ACWI/World revenue exposure?
by InvestInPasta
Wed Oct 02, 2019 2:53 am
Forum: Investing - Theory, News & General
Topic: Index Funds Bubble? [Michael Burry article]
Replies: 242
Views: 28107

Re: Index Funds Bubble? [Michael Burry article]

exarkun wrote:
Tue Sep 17, 2019 12:54 pm
Other criticisms center on index funds being overly concentrated in the hands of just a trio of fund companies — BlackRock, State Street Global Advisors and Vanguard.[/i]
In Europe the biggest ones are BlackRock (iShares), Société Générale (Lyxor), Deutsche Bank (Xtrackers)
by InvestInPasta
Sun Sep 15, 2019 12:20 pm
Forum: Investing - Theory, News & General
Topic: Index Funds Bubble? [Michael Burry article]
Replies: 242
Views: 28107

Re: Index Funds Bubble? [Michael Burry article]

columbia wrote:
Sat Sep 14, 2019 8:58 pm
Mr. Swedroe commented on this:
https://www.evidenceinvestor.com/talk-o ... t-hot-air/
So far it's:
Rick Ferri + Ben Carlson + Larry Swedroe
vs
the man of the Big Short.

:beer + popcorn
by InvestInPasta
Sun Sep 15, 2019 2:00 am
Forum: Investing - Theory, News & General
Topic: Different Approaches to Estimating World's Total Market?
Replies: 8
Views: 1561

Re: Different Approaches to Estimating World's Total Market?

I'm really surprised to see that MSCI ACWI GDP Weighted has performed the same as MSCI ACWI, but the former one holds only 26% in US market. :shock: August/2019 Factsheets: - MSCI ACWI GDP Weighted (shows performance compared to MSCI ACWI and country weights: US ~26%) - MSCI ACWI (shows country weig...
by InvestInPasta
Mon Sep 09, 2019 5:49 pm
Forum: Investing - Theory, News & General
Topic: Index Funds Bubble? [Michael Burry article]
Replies: 242
Views: 28107

Re: Index Funds Bubble? [Michael Burry article]

I know (from experience) I can tolerate a 2001-style 45% crash or a 2018-style 50% crash; I don’t know whether I could tolerate a 1929-style 90% crash. So, the Burry’s article is leading me, for the first time in 30 years to reconsider my aggressive AA (about 80% stocks; 40% US -including a small-c...
by InvestInPasta
Fri Jul 12, 2019 2:09 am
Forum: Personal Investments
Topic: Financial Samurai Blog -Passive Income Portfolio - is this guy legit or am I going off track?
Replies: 29
Views: 8654

Re: Financial Samurai Blog -Passive Income Portfolio - is this guy legit or am I going off track?

birdog wrote:
Tue May 28, 2019 6:48 am
I've heard crowdfunding referred to as "a junkier kind of junk bond" by a guest on the MadFientist podcast.
:mrgreen: I agree!
by InvestInPasta
Mon May 27, 2019 8:48 am
Forum: Personal Investments
Topic: Financial Samurai Blog -Passive Income Portfolio - is this guy legit or am I going off track?
Replies: 29
Views: 8654

Re: Financial Samurai Blog -Passive Income Portfolio - is this guy legit or am I going off track?

Also keep in mind that you're comparing your starter portfolio to someone who was in big finance, saved a lot of it, got lucky with the timing on San Francisco real estate, and is already financially independent and wealthy. His realty shares portfolio has over $800,000 invested in it. His stock an...
by InvestInPasta
Fri Jan 18, 2019 10:57 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 57657

Re: John Bogle has died at age 89

I read the news on an Italian forum only now. I'm just literally destroyed by the news. :( I wished he could do another thousands videos and live at least until 100. I've always enjoyed watching videos where he was interviewed. He taught all of us so much. I'll never stop thanking him for all his su...
by InvestInPasta
Thu Oct 04, 2018 4:26 am
Forum: Investing - Theory, News & General
Topic: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!
Replies: 1247
Views: 117359

Re: Our International Allocation?

Why is it unnecessary for Americans, but not Japanese or Danish investors, to hold stocks from foreign markets? It can't be a question of size of the market, since Japan got to be nearly half of the world by market cap at one point. So what is the reason for the exception in the case of the US? Tha...
by InvestInPasta
Sun Sep 30, 2018 11:42 am
Forum: Investing - Theory, News & General
Topic: CAPE-Based Robert Shiller Bought Italy and Spain Indexes in 2015
Replies: 62
Views: 2844

Re: CAPE-Based Robert Shiller Bought Italy and Spain Indexes in 2015

Duffer: Thank you for your post. It provides more evidence that it is impossible to forecast future returns. A good solution : Buy the market and stay-the-course. Best wishes. Taylor +1 CAPE Of Good Hope https://media-cdn.sygictraveldata.com/media/800x600/612664395a40232133447d33247d383139313734393...
by InvestInPasta
Sun Sep 09, 2018 12:55 pm
Forum: Investing - Theory, News & General
Topic: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!
Replies: 1247
Views: 117359

Re: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!

So, is it "riskier" to invest 100% in U.S. stocks, or is it "riskier" to invest some money in non-U.S. equities? Seems to me it depends on the time frame. From 1999-2008, here are the returns of the S&P 500 vs emerging markets: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4...
by InvestInPasta
Sun Sep 02, 2018 6:01 am
Forum: Investing - Theory, News & General
Topic: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!
Replies: 1247
Views: 117359

Re: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!

https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&mode=2&startYear=2000&endYear=2009&initialAmount=2000000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&portfolio1=Custom&portfolio2=Custom&portfolio3=Custom&TotalSt...
by InvestInPasta
Sun Sep 02, 2018 5:15 am
Forum: Non-US Investing
Topic: Interactive Brokers why when I send money to my account, the account is under their name?
Replies: 5
Views: 889

Re: Interactive Brokers why when I send money to my account, the account is under their name?

I am originally from Greece, so I can understand why what you want to do is important. Go ahead without delay! Yep! :sharebeer: Mia raza mia faza. :mrgreen: I use interactive brokers. No issues, it's very good although the PC software looks like a DOS environment. Don't expect nice colours and grap...
by InvestInPasta
Sun Sep 02, 2018 4:30 am
Forum: Non-US Investing
Topic: Interactive Brokers why when I send money to my account, the account is under their name?
Replies: 5
Views: 889

Re: Interactive Brokers why when I send money to my account, the account is under their name?

You don't have a "US bank investing account." You have a brokerage account. In the United States, brokerages are separate from banks. You have an account at the broker, and the broker has an account at the bank. You cannot wire the money to yourself because you don't have an account at the bank. Yo...
by InvestInPasta
Sat Sep 01, 2018 3:04 pm
Forum: Non-US Investing
Topic: Interactive Brokers why when I send money to my account, the account is under their name?
Replies: 5
Views: 889

Interactive Brokers why when I send money to my account, the account is under their name?

Hello, I'm opening an InteractiveBrokers account, because I don't trust Italian government anymore. I prefer to keep my savings and financial assets not in Italy. I tried to collect some online info on Interactive Brokers on their website and on other sites. It's a big company, its market cap (26 bi...
by InvestInPasta
Mon Aug 13, 2018 7:00 pm
Forum: Investing - Theory, News & General
Topic: Would buy and hold work if Japan's lost decade happens?
Replies: 64
Views: 8740

Re: Would buy and hold work if Japan's lost decade happens?

JBTX wrote:
Sat Aug 11, 2018 9:56 pm
My main takeaway is that sometimes the mighty will fall and international diversification may ease the pain.
+1
by InvestInPasta
Thu Aug 09, 2018 4:01 am
Forum: Investing - Theory, News & General
Topic: Would buy and hold work if Japan's lost decade happens?
Replies: 64
Views: 8740

Re: Would buy and hold work if Japan's lost decade happens?

Beware of what you take for the truth. :beer The article is absolute nonsense, for the following reasons: 1) Dow returns including dividends are freely available online here Anyone can see that from 1929 the Dow took to recover : 25 years (until 1954) - price only not counting inflation (nominal re...
by InvestInPasta
Wed Aug 08, 2018 6:37 pm
Forum: Investing - Theory, News & General
Topic: Would buy and hold work if Japan's lost decade happens?
Replies: 64
Views: 8740

Re: Would buy and hold work if Japan's lost decade happens?

A lost decade is nothing, the Dow lost 17 years in 1965-1982, and 25 years after the 1929 crash , it had a new maximun only in 1954. Price only, nominal returns. You must be new here. Welcome to the group. This myth has been perpetrated so long, I'm not surprised so many people like you still belie...
by InvestInPasta
Sun Aug 05, 2018 6:40 pm
Forum: Investing - Theory, News & General
Topic: Would buy and hold work if Japan's lost decade happens?
Replies: 64
Views: 8740

Re: Would buy and hold work if Japan's lost decade happens?

Why do they call it Japan lost decade? :confused It lost 30 years! MSCI Japan today is still under the price it was in the 90s both in USD and in JPY. A lost decade is nothing, the Dow lost 17 years in 1965-1982, and 25 years after the 1929 crash, it had a new maximun only in 1954. Price only, nomin...
by InvestInPasta
Mon Jul 23, 2018 4:56 pm
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

Re: GMO 7 year forecasts are worse than a toss of a coin

I found a GMO forecast from 2011. It shows these error bars: US Large +/- 6.5 OUT US High Quality +/- 6.0 OUT US Small +/- 7.0 OUT Intl Small +/- 7.0 IN Intl Large +/- 6.5 IN Emerging Markets +/- 10.5 IN Emerging Debt +/- 8.5 IN US Bonds +/- 4.0 IN Index Linked Bonds +/- 1.5 IN Cash +/- 1.5 IN Intl...
by InvestInPasta
Sat Jul 21, 2018 7:44 am
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

Re: GMO 7 year forecasts are worse than a toss of a coin

I'm in the minority here who likes and finds value in GMO newsletter. You can learn quite a bit. I certainly don't live by their forecasts, but they help me process the risk involved. But how do they help you? Do you reduce equity exposure of your portfolio based on their forecast? Do you increase ...
by InvestInPasta
Sat Jul 21, 2018 7:19 am
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

Re: GMO 7 year forecasts are worse than a toss of a coin

So what is the point of your post? You say their forecasts are worse than the toss of a coin. One was, one wasn't. I'm not sure what you are trying to prove. Is there any actionable item from your post? No there isn't , this thread is just food for thought. Anyway I appreciated your post, I'm surpr...
by InvestInPasta
Fri Jul 20, 2018 3:52 am
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

Re: GMO 7 year forecasts are worse than a toss of a coin

asif408 wrote:
Tue Jul 17, 2018 11:01 am
FWIW, here is CXO's look at GMO's 1999 forecast: https://www.cxoadvisory.com/3124/indivi ... -forecast/

Not perfect, but pretty good.
Even a broken clock is right twice day.
by InvestInPasta
Tue Jul 17, 2018 4:23 am
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

Re: GMO 7 year forecasts are worse than a toss of a coin

JoMoney wrote:
Mon Jul 16, 2018 11:38 pm
This is old, but in CXO's look at various 'gurus' Grantham didn't fair very well there either
https://www.cxoadvisory.com/gurus/
+1
by InvestInPasta
Mon Jul 16, 2018 6:59 pm
Forum: Investing - Theory, News & General
Topic: GMO 7 year forecasts are worse than a toss of a coin
Replies: 47
Views: 5246

GMO 7 year forecasts are worse than a toss of a coin

https://pensionpartners.com/wp-content/uploads/2018/07/gmo4.png - ref: https://pensionpartners.com/the-next-7-years/ They basically got 3 forecasts (emerging bond, us bonds and tips) out of 11. :shock: Now I better understand Bogle's words about forecasters like Rob Arnott. When they asked him "How...
by InvestInPasta
Mon Jul 09, 2018 3:22 am
Forum: Investing - Theory, News & General
Topic: You Can Market Time At Valuation Extremes
Replies: 128
Views: 14135

Re: You Can Market Time At Valuation Extremes

But the specificity is high. At low valuations, the probability of high future returns is high. Conversely, at high valuations, the probability of low future returns is high. TRUE. Now how does one monetize that information? It's impossible, I couldn't monetize these kind of informations with Euro ...
by InvestInPasta
Sun Jul 08, 2018 6:58 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000
Replies: 48
Views: 7408

Re: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000

To be quite fair, that was a generational bull market in bonds that can't happen again due to interest rate floors near 0%. Next time bonds get beat down that hard, sure, pick up some. At their current yields it makes zero sense to me to hold any bonds whatsoever. Hence you don't buy&hold bonds at ...
by InvestInPasta
Sat Jul 07, 2018 5:06 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000
Replies: 48
Views: 7408

Re: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000

Well, how did that decision play out...75% vs 35% stock allocation from 2000 to 2018? I am guessing, but thinking stay-the-course won. Pretty well , actually. The 75/25 portfolio finally pulled ahead in 2017. :| Let's put "Pretty well" in perspective. In order to get a 0.5% more CAGR, the investor ...
by InvestInPasta
Thu Jul 05, 2018 4:27 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000
Replies: 48
Views: 7408

Re: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000

Yes, Mr. Bogle has made some tactical changes in his portfolio. At one point in the recent passed he poo-pooed government bonds and the 'Total Bond' index for not having enough in corporate bonds. He's also cautioned people to be careful about this, even in the video you shared. Anybody attempting ...
by InvestInPasta
Wed Jul 04, 2018 6:49 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000
Replies: 48
Views: 7408

Re: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000

In all fairness to Bogle, he was also motivated to de-risk his portfolio at that time because his health was failing him. He wanted to make sure his estate was safe. True! But he still says "if for whatever sound reason, and not emotional reason, and market looks substantially overvalued (don't wor...
by InvestInPasta
Wed Jul 04, 2018 6:01 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000
Replies: 48
Views: 7408

Jack Bogle is not a "buy&hold at any price goose", he looks at valuations, he sold his stocks in year 2000

By reading this forum I have always felt like most users here think CAPE and other stocks valuations are useless. The only motto for many people seems to be: "buy&hold, never mind stocks valuations, just buy&hold!" Well I have just seen this video where Jack Bogle himself says he sold his stocks in ...
by InvestInPasta
Tue Feb 27, 2018 7:37 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 12340
Views: 2130259

Re: U.S. stocks in freefall

RetireBy55 wrote:
Wed Feb 21, 2018 4:31 pm
I've never liked VBTLX as a bond fund. Returns are dismal. There are a lot better choices (PONDX comes to mind) out there.
Don't you think PONDX (mainly HY bond) should be compared to VWEHX (Vanguard High-Yield Corporate Fund) rather than VBTLX (that it's all investment grade bonds)?
by InvestInPasta
Sun Feb 25, 2018 2:17 pm
Forum: Investing - Theory, News & General
Topic: GMO forecast
Replies: 26
Views: 3485

Re: GMO forecast

. I earlier set-up a portfolio (for tracking purposes) a long time ago now, that weights allocations based on GMO expected returns using all the 6 equity asset classes and 4 of the bond asset classes (cash, US government bonds, TIPS, and EM bonds) included in the GMO forecasts. An allocation is onl...
by InvestInPasta
Wed Feb 21, 2018 7:27 pm
Forum: Investing - Theory, News & General
Topic: J. Montier: US equity market is obscenely overvalued
Replies: 33
Views: 4077

Re: J. Montier: US equity market is obscenely overvalued

In 2011 James Montier predicted that over the next 7 years the S&P 500 would return just 0.2%. Well, 0.2% real, does that bring him close enough? :wink: Maybe he has a couple of months left and a 50% crash will make the predication pretty accurate. I have always thought it would be awesome for some...
by InvestInPasta
Wed Feb 21, 2018 7:08 pm
Forum: Investing - Theory, News & General
Topic: J. Montier: US equity market is obscenely overvalued
Replies: 33
Views: 4077

Re: J. Montier: US equity market is obscenely overvalued

Based on this ZeroHedge article from summer 2015: "This is definitely the most difficult time to be an asset allocator," warns GMO's James Montier, telling conference attendees in Munich that he hasn't been this risk-averse since 2008. Having warned six months ago that "stocks are hideously expensi...
by InvestInPasta
Tue Feb 20, 2018 3:56 am
Forum: Investing - Theory, News & General
Topic: J. Montier: US equity market is obscenely overvalued
Replies: 33
Views: 4077

J. Montier: US equity market is obscenely overvalued

https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/the-advent-of-a-cynical-bubble.pdf?sfvrsn=4 GMO's James Montier: The Advent Of A Cynical Bubble That the US equity market is obscenely overvalued can hardly be news to anyone ...Only a handful of what we migh...
by InvestInPasta
Thu Feb 08, 2018 7:08 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 12340
Views: 2130259

Re: U.S. stocks in freefall

DOW another -4.15%

“Repent, for the kingdom of heaven is at hand!”
Matthew 3:2-3

:-( :-( :-(
by InvestInPasta
Sat Jan 27, 2018 2:37 pm
Forum: Investing - Theory, News & General
Topic: Warren Buffett recommends putting 90% in S&P500 index fund, 10% in Bond index
Replies: 80
Views: 20800

Re: Warren Buffett recommends putting 90% in S&P500 index fund, 10% in Bond index

If I'm honest, I look at the US as being superior to other countries. I just think we're better and more special than other countries. I agree with you, but I've also heard that everyone was thinking the same of Japan in the 80s. In those days Walkman was the iPhone, but Sony made it, not Apple. Wa...
by InvestInPasta
Tue Jan 23, 2018 6:53 am
Forum: Investing - Theory, News & General
Topic: Bond Portfolio for High Net Worth Individuals - Different Rules?
Replies: 67
Views: 9968

Re: Bond Portfolio for High Net Worth Individuals - Different Rules?

I have heard of various approaches to how much one should have in bonds - 100 or 120 minus age = bond percentage, etc. But, what about for high net worth individuals? If someone has $5m, and the market tanks by 50%, that portfolio could fall to $2.5m, and while that would certainly be cringeworthy,...
by InvestInPasta
Tue Jan 23, 2018 6:03 am
Forum: Non-US Investing
Topic: Bonds - Global or local area bond, Inflation linked or not - pros/cons
Replies: 3
Views: 597

Re: Bonds - Global or local area bond, Inflation linked or not - pros/cons

Valuethinker wrote:
Tue Jan 23, 2018 3:39 am
Also in a financial crisis the USD tends to rise (flight to safety).
:confused

Image

June-2007 1$ = 0.74€
June-2008 1$ = 0.64€
loss: 13%
by InvestInPasta
Tue Jan 23, 2018 5:22 am
Forum: Investing - Theory, News & General
Topic: "The Pain of Discipline or the Pain of Regret?"
Replies: 33
Views: 4885

Re: "The Pain of Discipline or the Pain of Regret?"

For several people I know who were near or in retirement during 2008-2009, it was insanely stressful. They weren't very financially savvy, their 401(k)s had dropped by hundreds of thousands of dollars, and they had no idea how to deal with it or if it was going to recover. Even people who were 10 y...
by InvestInPasta
Tue Jan 23, 2018 3:36 am
Forum: Investing - Theory, News & General
Topic: Vanguard opens special offices for $1 million clients
Replies: 131
Views: 36922

Re: Vanguard opens special offices for $1 million clients

What about $1 billion clients?
Can they chat directly to J. Bogle?! :mrgreen:
by InvestInPasta
Sun Jan 21, 2018 11:35 am
Forum: Investing - Theory, News & General
Topic: CAPE Fear: Why CAPE Naysayers Are Wrong
Replies: 125
Views: 12559

Re: CAPE Fear: Why CAPE Naysayers Are Wrong

People here who do not believe in CAPE, do they not believe in "valuations matter" or do they not belive in CAPE as a good valuation metric?
by InvestInPasta
Sat Jan 20, 2018 4:46 am
Forum: Investing - Theory, News & General
Topic: Amazing how much your IPS can de-stress your life
Replies: 29
Views: 5268

Re: Amazing how much your IPS can de-stress your life

I think making an IPS when you and the market are calm is a very good idea. I think in retirement when most if not all of human capital is gone and you have a healthy withdrawal and only a modest income floor a market plunge may not be easy to handle despite the IPS. Living in that personal and mar...
by InvestInPasta
Sat Jan 20, 2018 3:46 am
Forum: Personal Investments
Topic: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?
Replies: 10
Views: 1799

Re: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?

From the Oracle's mouth, although I am not sure how much cash they "need" for regulatory purposes of their businesses http://fortune.com/2017/08/07/warren-buffett-berkshire-hathaway-cash/ Thanks, I have read on mamy website that Berkshire was sitting on 100 billions of cash, this was one of the rea...
by InvestInPasta
Sat Jan 20, 2018 3:34 am
Forum: Personal Investments
Topic: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?
Replies: 10
Views: 1799

Re: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?

No, what you thought is you'd ask the question and wish upon a star that someone would do it for you. I did not want someone to do a complex work, I did not even know it was such a complex task. I thought it was an easy work, and just being me that was not able to look in the right direction. I hav...
by InvestInPasta
Fri Jan 19, 2018 12:39 pm
Forum: Personal Investments
Topic: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?
Replies: 10
Views: 1799

Re: How much cash/bonds does Buffett's Berkshire own in percentage of its total portfolio?

Earl Lemongrab wrote:
Fri Jan 19, 2018 12:32 pm
Trying to time the market based on what you think Buffet is doing is probably not wise.
I'm not trying to time the market.
I am simply curious to know how much cash/bond is BH holding.

I thought it was an easy task for users of this forum.
I have probaly thought it wrong!
by InvestInPasta
Fri Jan 19, 2018 3:49 am
Forum: Investing - Theory, News & General
Topic: Superstars of Wrestling Investing - Ultimate S&P500 Valuation
Replies: 13
Views: 1794

Re: Superstars of Wrestling Investing - Ultimate S&P500 Valuation

... BTW: is there a website that keeps track of the total cash of Berkshire as a percentage of the overall portfolio? I have seen many websites that constantly show Berkshire's stocks asset portfolio (each stock and its percentage), but none that shows how much is in cash. You could look at the bal...