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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: EVBigMacMeal ✸  😊 😞
Number: of 22989 
Subject: Re: OT, out
Date: 03/17/25 1:34 PM
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No. of Recommendations: 8
Thanks for sharing your move here Jim. You are certainly not messing around there.

I presume currency risk is a large factor in your decision? That is particularly interesting to me, as I also do not reside in the "home of capitalism".

May I ask a question. I notice Buffett hedges any foreign equity investments he makes. If he was in my position (a UK based investor with currently about a third of his retirement portfolio in US equities and no currency hedging), would he consider that poor risk management?

Looking forward to hearing more about your US pivot.

Currency Allocation:
GBP 59%
USD 32%
Yuan 6%
SEK 3%
Total 100%

Investment allocation:
Investment property 45%
Equities 49%
Cash 6%
Total 100%

PS - if you are looking to buy non US equities, Greggs PLC here in the UK looks attractive and low risk currently...(I also like: The Sage Group PLC and Rightmove PLC but not at current prices.)

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This community has written 365 posts about Living Abroad. The article-length ones it recommended most:
Welcome! · 12 recs · 2024
USA to Portugal (Sabbatical) · 8 recs · 2024
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