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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: YoungandOld ✸  😊 😞
Number: of 15058 
Subject: Re: CAPE Multiple of 37
Date: 10/22/2024 12:50 PM
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In case this makes it sound like I only invest in crappy things, the 3 examples I just listed are from my list of potentially small holding to prune. Its a forcing mechanism I use where I look at my small holdings and force myself to get out or invest more as a way to prune back my # of holdings, which has grown too large. My single largest holding is actually one of the Magnificent 7 and BRK remains in my top 3. But I find myself questioning a lot of my positions recently due to the overarching market valuation concerns that have started to push to the front in my mind.
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