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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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.
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Personal Finance / Macroeconomic Trends & Risks
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Author: OrmontUS   😊 😞
Number: of 4460 
Subject: Re: OT: Jeff's portfolio for heckling
Date: 09/06/25 12:35 PM
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Pete,

I agree with your choice and for years BNHP was also in the top ten names I owned, but a few months ago I got nervious about the affects of the US tariffs on the global market. I sold off a substantial portion of my equities including a group of global shipping companies, 1/2 my Berkshire Hathaway and decided to make a choice between BHP and RIO.

I suspect BHP will return once I decide whether we are sinking or swimming.

Jeff
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