Portfolio update - 2020 July/August

My top (>2%) positions in no particular order: BRKB, FB, PSHZF, AAPL, EXXRF, GOOG,
In:
Out:
 
Fixed income: 9%
Cash: 15%

Sectors (kinda): Insurance (BRK): 12%, Malone/media: 1%, Banks/financials: 7%, Stock funds: 8%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 30%, Various owner-operators (not included in other categories): 4%

New positions: ADBE, HMLPPRA, INNPRE, ADSK, SPAQWS, CBOE, INTC, FICO, ANGI, MNRPRC
Positions increased: VMW, PSHZF, AMZN, IAC, BACPRL, MLSPF
Positions reduced: MTCH, TRRSF, AAPL, TCEHY
Positions eliminated: AMSSY, GPOR, GPOR bond, NKLAW
Flip-flop:

In fixed income, sold GPOR bond (and associated tracking stock position) on Q2 results and "going concern" opinion.
Bought a number of preferreds: HMLPPRA, INNPRE, MNRPRC, BACPRL

Sold NKLAW remainder on upcoming warrant conversion.
Sold AMSSY - it was a low conviction position and I decided that I like cash/other positions more.
Reduced MTCH, TRRSF, AAPL, TCEHY on valuation at prices lower than they are currently. All of these are good/great companies, so I possibly should have held.

Added to VMW, PSHZF, IAC, MLSPF at OK to attractive prices.
Added to AMZN at somewhat attractive price considering current results and continued growth.
Bought tracking positions in ADBE, ADSK, FICO.
Bought some INTC, CBOE, and ANGI at OK to attractive prices. All of these are somewhat low conviction positions.
Bought tiny completely speculative position in SPAQWS.

Market and stock prices are still (very) high and I probably should hold even more cash and fixed income.