Sunday, October 1, 2023

Added more DVA

To deploy the remaining 10% cash, I added more DVA at $102.2/share and $95.5/share. 

Was deciding which one to park the cash between BRK and DVA. Given DVA is trading at ~8x cashflow(after everything, in contrast to those earning before everything) and recession-proof, I felt it has more upside while downside is more or less similar to BRK.

Going forward I will just reallocate from existing holdings to buy if I find new opportunities that are more attractive.  I won't hold cash as I don't bother to time/predict the market. 

As at Sep 30, 2023

CompanyTickerAllocation (MV)
Alphabet IncGOOGL12.4%
Berkshire Hathaway Inc.BRK.B31.7%
Bank of AmericaBAC5.5%
Pershing SquareAMS:PSH5.1%
HP Inc.HPQ3.0%
Total Stock99.8%
Total Cash (USD)0.2%
Portfolio total100.0%