Subject: Re: Nothing burger
I don't have exact numbers and it would be complicated to get the details, but in general when I first purchased MSFT it was about 2% of my portfolio and then after the first set of purchases grew to about 10%, now it just over 15%

GOOG is now about the same level as MSFT.

BTW: I generally keep about 50% in index funds + BRK.

Also, my very first purchase of GOOG was in April of 2020, but it wasn't really a big holding until I loaded up as listed in this post. 15% is what I consider a concentrated position, and having 30% in both MSFT and GOOG is making me think about mixing things up a bit... I have held MSFT at that level for a while so who knows...

My portfolio can be summarized as

INDEX      : 35%
BRK        : 15%
MSFT       : 15%
GOOG       : 15%
Other      : 20%

Some of the other stuff : DG, AMZN, ADP, DIS, LULU, AAPL, ...

Hope that helps.

tecmo
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