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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch SILVER
SHREWD
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Number: of 21107 
Subject: Re: Portfolio percentage
Date: 06/29/26 9:53 AM
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No. of Recommendations: 6
Seems like a nice little fund. How much AUM can I get for this at 2 and 20?

Hmm, we'll need higher returns to really suck in the money...

At P/B below 1.35, let's go over 100% allocation by moving some money into call options.
I added a bunch around 2011 (average P/B for the year 1.212) and 2012 (average P/B 1.192). Then I made more money from BRK in 2013 (ending P/B 1.4) and 2014 (ending P/B 1.56) than I did during all of 2001-2012 combined.

Jim


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