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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hummingbird ⎊  😊 😞
Number: of 22354 
Subject: Re: 90/10 or 10/90?
Date: 04/17/23 11:36 AM
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No. of Recommendations: 2
didnt inherit anything,but here is my allocation ,

60 % property (all non revenue generating , mix of homes and land) 1/3 in europe.
45% brk
5% cash and ibonds and stocks (semiconductors /oil and gas.)
so my liquid assets are very overweight in brk. every so often, I juice my BRK with gains in semicons etc , its cyclical so one has to wait a while, but over the years its purchased e my BRK )
my Brk is my retirement. been building it since around year 2000
my property is my lifestyle wants.

i hedge currency by having property abroad as part of this , in EURO.
my finacial advisors have all been shocked over the years at my allocations, but every time I take one on, they lose me money , and charge me for the pleasure , so last 10 years I just did it myself.

superficially it looks like a carzy portfolio, and I am aware it is pretty exposed, but it has worked very well for me.my hedging in euros (previously pounds sterling, was my possible " go home money"

GLTA ,
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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