Subject: Re: Return OF Capital
I'm guessing that US Treasuries are about as safe as anything, for US citizens living in the US. I would guess that Warren probably agrees.
I have had almost all of my investments in the US, 50% BRKB, 40% stock index (mostly US), 10% cash. Over the past 2 weeks I have been gradually selling US stock index and buying international index, so the non-US index is now greater the US index.
I decided to increase my exposure to non-US markets and currency.
Regarding BRKB, I am just going to hold the damn stock. I figure the Berkshire management is smarter than me.
Stopped clock