I am reading my Berkshire Hathaway 2012 Annual Report and page 15 in particular. It lists Berkshire stock investments with a market value more than $1 billion which this year include for the first time a stock picked by Todd Combs and Ted Weschler DIRECTV ticker DTV. I like what I see. There were a three stocks that I did not include Munich Re, Phillips 66 and POSCO because I didn't have their market data handy.
My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Friday, March 29, 2013
Berkshire Hathaway Stock Portfolio Scan 12-31-2012
I am reading my Berkshire Hathaway 2012 Annual Report and page 15 in particular. It lists Berkshire stock investments with a market value more than $1 billion which this year include for the first time a stock picked by Todd Combs and Ted Weschler DIRECTV ticker DTV. I like what I see. There were a three stocks that I did not include Munich Re, Phillips 66 and POSCO because I didn't have their market data handy.



















































