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  • Low-Beta Portfolio Strategies: Devising A Low Risk Game Plan For the Current Market [View article]
    By the way, I noticed that Berkshire Hathaway has recently dramatically upped their holdings in JNJ. I recently wrote an article about Berkshire's equity holdings and noted that they very effectively exploited low correlation assets:

    financial.seekingalpha...

    This weekend, I read this article from SA that noted that BRK has just increased holdings in JNJ--it was not in the topc twenty when I wrote that article but it is now the 8th largest equity holding:

    biz.yahoo.com/seekinga...

    Hmm. Interesting.
    Nov 06 11:18 am |Rating: 0 0
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