I think Buffett has enough experience to know that it is fine to take profit, with potential downsides for holding on too long and risking the bubble popping.
Diversifying out of tech and AI would also give some defence while others are going all in.
Then again, they have money at the levels of which commonfolk can only dream of, so some of us can only make limited investments choices and the dream of striking it rich in AI and tech is highly tempting.
13F | Buffett’s Final Move for Berkshire? Any Insights?
Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.
Berkshire’s portfolio rose to $274 billion, with top ten holdings still accounting for 88% of total assets — classic Buffett concentration. Yet meaningful shifts occurred beneath the surface.
Apple was trimmed for the third straight quarter. Amazon was cut by over 77%.
Any insights from 13F?
What's next for Berkshire?
Is tech too expensive now?
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