The harsh portfolio!

[Vinay_T_M]

The harsh global folio!

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 Corporatio…

There’s different thread for tracking his international holdings