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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Blackswanny   😊 😞
Number: of 15058 
Subject: Portfolio update.
Date: 09/07/2023 3:44 PM
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No. of Recommendations: 4
1.Sold a bit of BRK in a taxable account (new high, recent weakness in Sterling and for tax planning purposes it made sense) they're abolishing the capital gains tax free limit in the UK! (Socialism)

2. Sold a third of my alphabet position and initiated a new position in JD.com ADR, I've had a detailed look at the business and like it and it's potential growth and runway. Trading at 5 year lows and single digit multiple to free cash flow vs Alphabets 25 PFCF. I still maintain Alphabet as a core holdings and will continue to hold the rest.
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