Actual BRK holdings: AAPL, AXP, BAC, KO, CVX, GOOGL, CB, $274B
Berkshire Hathaway 13F
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| KHC | BUY | 24% | 12.7% below entry | 6.4% above entry | 9.0% | TVYH |
| PG | BUY | 18% | 9.7% below entry | 4.9% above entry | 11.8% | TVYH |
| BRK-B | BUY | 18% | 9.3% below entry | 4.7% above entry | 12.4% | TVYH |
| CB | BUY | 19% | 10.1% below entry | 5.1% above entry | 11.4% | TVYH |
| V | BUY | 22% | 11.4% below entry | 5.8% above entry | 10.0% | TVYH |
| KO | BUY | 16% | 8.6% below entry | 4.4% above entry | 13.3% | TVYH |
| MCO | BUY | 27% | 14.0% below entry | 7.1% above entry | 8.2% | TVYH |
| MA | BUY | 22% | 11.4% below entry | 5.7% above entry | 10.1% | TVYH |
| CVX | BUY | 23% | 12.3% below entry | 6.2% above entry | 9.3% | TVYH |
| OXY | BUY | 34% | 17.7% below entry | 8.9% above entry | 6.5% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -33% drawdown to return 125% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.