Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (7) |
Author: mungofitch ✹✺🐝🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 22989 
Subject: Re: Portfolio percentage
Date: 06/29/26 9:53 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
Seems like a nice little fund. How much AUM can I get for this at 2 and 20?

Hmm, we'll need higher returns to really suck in the money...

At P/B below 1.35, let's go over 100% allocation by moving some money into call options.
I added a bunch around 2011 (average P/B for the year 1.212) and 2012 (average P/B 1.192). Then I made more money from BRK in 2013 (ending P/B 1.4) and 2014 (ending P/B 1.56) than I did during all of 2001-2012 combined.

Jim

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mungofitch here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (7) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy