' 19 positions
' Reviewed quarterly via Value Line and personal number crunching
' Usually sell about two positions per year. Some years have zero selling trades. Purchases are done periodically to deploy accumulated cash. Sometimes this cash is put into new positions and sometimes into existing positions. It depends on the available opportunity choices at the time of purchase. For the most part, these purchases are either when a stock we like gets cheap or when the overall market has dropped. When the overall market drops is when we deploy into existing positions we understand.

Evaluations are mostly done for selecting best opportunity for putting new cash to work. Also, as we have a charitable grantor fund, we usually gift positions with big percentage gains having less likelihood of continued equity value growth going forward. This is our usual path for pruning our portfolio, particularly in years where we are facing considerable income tax to be paid.

I enjoy reading and following business matters, looking at potential investable companies and all the other aspects relating to investing or running our business.

We are still working in our senior years and thus are not needing to draw on our investments for making ends meet. Viva la difference.

Berkshire Hathaway FAQ

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