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Exactly, this is a rebalancing since Apple because a huge portion of Berkshire's portfolio due to it's growth. They became over 40% of Berkshire's holdings, too
by allthing 2y ago
Exactly, this is a rebalancing since Apple because a huge portion of Berkshire's portfolio due to it's growth. They became over 40% of Berkshire's holdings, too much for them to be comfortable with.
- chiefalchemist 2y agoRight. This is as much about Berkshire's portfolio, investment philosophy and portfolio balance as it is about Apple. Probably more the former than the latter.