So a 67/33 stock/cash asset allocation that I can buy into at around 1.5 price to book-value. Hmm!You can also bet against both the bond index and the stock index by selecting particular equity positions. I don't own any Berkshire myself but I believe it's almost certain that Berkshire will outperform the S&P 500 over the next ten-year period at current valuations. You can get a rough valuation of Berkshire by looking separately at its stock portfolio, cash, and operating businesses. It has a stock portfolio valued at something like 270B, cash at something like 140B, a current market cap of 630B
Statistics: Posted by seajay — Mon Jun 10, 2024 4:28 am — Replies 94 — Views 15817