Berkshire Hathaway Top 10 Stock Portfolio PSDS Scan 12-31-2010

Last year I scanned the Berkshire Hathaway Top 15 stock portfolio based on asset allocation. This year only the Top 10 holdings are in the scan. The Balanced portfolio 5yr APR = 7.88% out performed the actual asset allocation and Berkshire Hathaway stock BRK for this 5yr period. The 3 largest holdings in the Balanced portfolio are KO at 38.8%, WMT at 19.5% and KFT at 14.6%. The off the chart low 5yr return stock was MCO as the 2D scan correlation chart shows. Maybe its time to start paying that dividend mentioned every year at the shareholder meeting. Next year would be nice.