As of today, I have reduced my allocation in Disney from 5% to 2%. This increases cash to 52.5%. I am currently able to find a lot of value in global insurance companies, good ones with high ROEs are still trading at only a slight premium to their book values. I am currently studying Allstate corp, any feedback on this will be quite appreciated 
| Companies | Weightage |
|---|---|
| AB InBev | 3.50% |
| Berkshire Hathaway | 10.00% |
| Disney | 2.00% |
| 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 | 52.50% |