Tag Archives: BRK.B

The Double-Trouble with Market Timing

The Double-Trouble with Market Timing

Posted on 16. Jan, 2012 by .

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It is difficult enough to be right about timing the market once that the thought of being right about timing the market twice in a short span seems like a herculean task. Consider this — if you would have sold all your stock holdings in mid 2008 and bought them back in March 2009, not […]

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“Sprinkle Cupcake”: My Portfolio Strategy

“Sprinkle Cupcake”: My Portfolio Strategy

Posted on 16. Oct, 2011 by .

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I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]

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Time to Panic or Buying Opportunity ?

Time to Panic or Buying Opportunity ?

Posted on 07. Aug, 2011 by .

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Phew… last week was a wild wild week in the market. It started with the debt ceiling drama and ended the week with worst drop since March 2009. The drama didn’t end there… late Friday S&P downgraded US debt for the first time in 70 years. You can read the details on almost every financial […]

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Thoughts on David Sokol controversy

Thoughts on David Sokol controversy

Posted on 04. Apr, 2011 by .

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Unless you have been hiding under a rock, you would have noticed the widely reported issue of alleged unethical trading and resignation of David Sokol from Berkshire Hathaway (BRK.A, BRK.B). If you haven’t been following the story then you can read it here on NY Times and watch his interview with CNBC. I am not […]

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