Post #384 by Manlobbi on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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Thank you StevnFool for your portfolio updates. I think real life portfolios associated with MI are pleasant for people to follow. I am wondering what the constituents are, though, and I may have mis-read earlier information. Going back on your last information post:

Portfolio Make-up:
I have not really made any major changes to my portfolio during 2022
and I have no plans for major changes in 2023. My current portfolio
is not really MI at all in the traditional sense. It is approx:
56% Berkshire Hathaway
14% QQEW. This was part of a timing system but I may just keep this as
a long-term hold. Due to the difficulty of trading US ETFs from Europe
since some recent law changes, I may not be able to buy it again if I
were to sell it.
<1% cash.

That makes up 71% of your portfolio, but what is the final 29%? That remaining 29% is MI? If so, can you reference the screens you are using in the updates?

- Manlobbi

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