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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hummingbird   😊 😞
Number: of 19824 
Subject: Re: Investment portfolio
Date: 12/12/25 1:34 AM
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" Well, I’ll offer some thoughts, starting with the investment mix. Berkshire ended Q3 with $703.2B in investments, with the following investment allocation:

Equities, 40.2% ($282.3b)
Fixed income, 2.5% ($17.9B)
Cash, 10.2% ($72.1B)
T-Bills, 43.4% ($305.4B)
Equity method investments, 3.6% ($25.5B)

Asset allocation is the most important investment decision (both for Berkshire and for individual investors), more important than individual security selection. Who will make this decision?"............

*****************************************************************************************************************

interesting to compare one's own approx. allocarion to BRK.....might be a better lesson, for me, anyway....

mine :
equities :60%
fixed income : 5%
cash : 10%
T bills : 10%
fixed assets :(eg property) 15%
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