Roger Beep

Monte Carlo Analysis of Major Berkshire Hathaway Holdings

Hi Geoff,

Have you examined Buffett's sell decisions? Do you use his sell decison rules, assuming that QPP can capture those events. In the case of a newly acquired holding, say GSK, how does one differentiate between 'by and hold' and 'it's a dog and time to dump it.' How much homework and monitoring is reqired to maintain the general trend of the portfolio which is presummabley the initial ARR/SD ratio, or is it?

Monte Carlo Analysis of Major Berkshire Hathaway Holdings

Hi Geoff,

Explain how you selected GSK as a new acquisition. Summarize the process, screening parameters, fundamentals etc. that you used to make the final selection?

Monte Carlo Analysis of Major Berkshire Hathaway Holdings

Hi Geoff,

As a learning experience “MC Analysis of Major Berkshire Hathaway Holdings” offers the individual investor insight as to how Warren Buffett developed BRK.A and BRK.B portfolios. With an almost mystical quality, Buffett has concentrated the preponderance of his portfolio in 7 holdings with 13 outer-ring positions supplanting returns. Suffice it to say this is the “Buffett gambit.” Users of QPP will want to examine the 7 core holdings and then selectively add-in the remaining 13 to see how even minor holding tweaks improved BRK’s returns.

Monte Carlo Analysis of Major Berkshire Hathaway Holdings

Hi Geoff,

A retrospective analysis of BRK.A and BRK.B holdings is most interesting. In regard to the individual investor, what is you opinion of holding weightings that are less than 1%? Those weightings seem trite; however they may also be the key to Buffett’s success. Should the individual investor tweak holdings below a certain value, say less than 3%.