Tuesday, September 17, 2019

Portfolio overview - August 2019

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

Fixed income: 2%
Cash: 17%

Sectors (kinda): Insurance (FRFHF, BRK, MKL): 19%, Malone/media: 9%, Banks/financials: 12%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 23%, Various owner-operators (not included in other categories): 7%

New positions: VMW
Positions increased:
Positions reduced:

Positions eliminated: IDIA:CH

Sold out of IDIA:CH. Possibly should have waited for drug approvals, but it is hard for me to value pharma pipelines, so I sold on price run up.

Bought initial position in VMW. Possibly attractive tech company though marred by Dell ownership. Competitive landscape may be getting complicated and needs watching.

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