Tuesday, July 10, 2018

Portfolio overview - June 2018

My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, ISTB, JPM, EXXRF, DISCK, FB, BRS bond, MKL, AAPL

Fixed income: 10%
Cash: 5%

Sectors (kinda): Insurance(FRFHF, BRK, MKL): 22%, Malone/media: 17%, Banks/financials: 9%, Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech: 12%, Various owner-operators (not included in other categories): 13%

New positions: WBA, FDX, Nanocap P
Positions increased: BRKB, NPSNY, BAC
Positions reduced:
Positions eliminated:


Only few purchases this month.

Added to BRKB, NPSNY, BAC at attractive prices.
Bought initial positions in WBA and FDX. Both seem to be good companies with good managements trading at cheapish valuations. AMZN is one of the risks. Trade war is a possible risk for FDX since it has ~40% international revenue.

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