AAPL, NVDA Up Nicely Today — BRK Takes Significant Loss — November 6, 2023

Locator: 45963INV. 

What's in your portfolio?

I think folks are discovering that dividends really do make a difference.  

2023 will be the year that BRK and I will part ways forever.

I won’t sell what I have, but I won’t buy more. BRK is a perfectly wonderful holding, but:

• I have more than enough BRK for a diversified portfolio; and,
• there are plenty of other great companies from which to choose; and,
• BRK pays no dividends.
  

The usual disclaimers apply.

This is almost criminal -- thinking back to all those Becky Quick commercials.

I get a kick out of Berkshire folks arguing / discussing 4.5% bonds vs 5% MMFs. Oh, give me a break.

Note, the scale of the left hand y-axis: trending toward 80,000%. BRK is pretty much flat-lined.

And AAPL pays a dividend, albeit small. 

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The Book Page

Without question, one of my favorite activities is reading. Wow, I get so much enjoyment out of a good book.

I'm still working my way through Howard M. Sachar's A History of the Jews in America, c. 1992.

Chapter Five: "Survival in the Immigrant City." Learning everything about early NYC -- especially the geography -- and how it evolved.

It brings back great memories of the summer I spent in a NYC suburb, working. Westfield, NJ. 

Turn of the century, 1900, the Jewish enclave in NYC: lower east side, tenth ward. 

It's interesting to look a the "neighborhoods" in/on the south side of (the) Manhattan Island, from south to north, and west to east:

• Financial District
• Battery Park City (west)
• Two Bridges (east)
• Tribeca (west --> central --> to Two Bridges and LES; TriBeCa: "Triangle Below Canal Street";
  
• Little Italy (west --> central --> LES
• LES (Lower East Side)
• SOHO (west) "South of Houston Street";
  
• LES
•  Hudson Square --> Washington Square Village--> NOHO --> Alphabet City (west to east)
• West Village --> Greenwich Village --> East Village
• Gramercy (east) -- "Big Thanks"; Gramercy Park, requires a key;
  
• Meatpacking District (west) --> Flatiron District --> Kips Bay
• Chelsea (west) --> Nomad --> Rose Hill (east)
• Hudson Yards (west) --> Garment District --> Koreatown / Midtown South --> Tudor City
  

Bridges / Tunnels:

• Brooklyn Battery Tunnel (Brooklyn to Financial District)
• Brooklyn Bridge (Brooklyn to northern Financial District, to NYC center, Civic Center;
  
• Manhattan Bridge (Brooklyn into Two Bridges, then Chinatown, then Little Italy)
• Williamsburg Bridge (north of the Brooklyn Naval yard into LES
• Queens Midtown Tunnel (Hunters Point to Tudor City)