Berkshire Hathaway Inc. Stock Analysis Report
Once a year almost every investor takes some time from their weekend to read the Berkshire Hathaway (BRK.B) annual letter to shareholders in hopes to glean some nuggets of wisdom from one of the best- and best-known investors around the world. Here are some thoughts after reading Warren Buffett’s 2018 Berkshire Hathaway letter to shareholders.
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Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
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