As of today, I increased my position in AB InBev from 3.5% to 5%. This is because of their good delivery on deleveraging, potential disposal of less profitable business leading to more deleveraging and reasonable valuations.
Updated portfolio is below:
| Companies | Weightage |
|---|---|
| AB InBev | 5.00% |
| Berkshire Hathaway | 10.00% |
| Disney | 2.00% |
| Fairfax India Holdings | 10.00% |
| Markel Corporation | 5.00% |
| Philip morris | 2.00% |
| Uber Technologies Inc | 2.00% |
| UBS ETF CH-SMI | 5.00% |
| Vanguard Emerging Markets Stock Index Fd | 10.00% |
| Cash | 49% |