BRK Top 15 Stocks PSDS Scan 12-31-2009

Another fan of Warren Buffet, Brandon Rowley, recently posted the top 15 partially owned companies of Berkshire Hathaway. It excludes companies like See's that are fully owned by BRK. All but one of the 15 stocks (PG) have had two or more years in the last 5 with negative returns, and only 6 had positve 5yr Sharpe ratios. They are in the Balanced portfolio. The largest holding in the actual portfolio is KO and it is also in the Balanced portfolio.