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Sold all my MSFT shares in October. Now the stock is over $130/share cheaper, so I made a purchase today. Bought AMZN on the nice dip today. These positions are quite small as compared with our Berkshire position which we’ve held for nearly four decades. Berkshire is over 50% of our total net worth. Our second largest is MKL, which we’ve held since the IPO.
Personally, I like both those moves. I already have big exposure to AMZN (2nd largest holding behind NVDA) through mutual funds and a large position acquired during the swoon, when it was in the $80 range.
I have plenty of MSFT (4th largest holding) due to fund exposure, and actually have them as a top consideration for a new purchase, as well.
I was watching AMZN too. It was under $198 late yesterday (after market). Had it continued falling this morning I'd have bought. Would have had to sell another stock holding first - which made the decision harder. Good luck with what one.
I was watching AMZN too. It was under $198 late yesterday (after market). Had it continued falling this morning I'd have bought. Would have had to sell another stock holding first - which made the decision harder. Good luck with what one.
The biggest mistakes I’ve made during my investing career has been selling big winners too soon. Was an early investor in WMT and HD, but sold them way too soon.
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I have plenty of MSFT (4th largest holding) due to fund exposure, and actually have them as a top consideration for a new purchase, as well.
amzn shareholders had~$80m of their money spent on the movie , and $25m went directly to trump's 2nd financial chain immigrant.