My top (>2%) positions in no particular order:
FRFHF, BRKB, JPM, Fannie/Freddie prefs, EXOSF, DISCK, ISTB, LSXMA, NOV,
TESB.BE, MKL, AAPL
In: Fannie/Freddie prefs - bought more, price went up.
Out:
Fixed income: 5%
Cash: 13%
Sectors
(kinda): Insurance(FRFHF, BRK, MKL): 27%, Malone/media:
14%, Banks/financials: 8%, Oil: 4%, Tech: 3%, Various
owner-operators (not included in other categories): 14%
New positions: IBKR
Positions increased: Microcap G, Freddie prefs, LSXMA, UHAL
Positions reduced:
Positions eliminated:
Flip-flop:
Not much activity. Added some Freddie prefs, LSXMA, UHAL.
Bought tracking position in IBKR.
Sunday, December 4, 2016
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1 comment:
Glad I found this ...
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