The harsh global folio!

As of today, I have sold my stake in Alphabet primarily because of rich valuations (~7x EV/sales). This raises cash level to 49.5%. Updated portfolio is below.

Companies Weightage (cost basis)
AB InBev 3.50%
Berkshire Hathaway 10.00%
Disney 5.00%
Fairfax India Holdings 10.00%
Markel Corporation 5.00%
Philip morris 2.00%
UBS ETF CH-SMI 5.00%
Vanguard Emerging Markets Stock Index Fd 10.00%
Cash 49.50%