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Monday, November 27, 2023

Personal Investing -- November 27, 2023

Locator: 46185B.

Reminder: all posts are done quickly. All posts contain typographical and content errors. I never make any investment recommendations.

I used to share my personal investing information with some readers through e-mail but after losing access to my e-mail account -- long story previously posted -- I am now posting some of that same information on the blog. 

Market: early trading -- BRK-B down 1%; AAPL? GreenMSFT: hits a new all-time high today.

S&P: just went green in early afternoon trading, Cyber Monday.  BRK-B remains negative.

Personal investing

  • as mentioned last week, I'm fully invested, having added my last tranch for November, last week;
  • early morning trading tells me three things:
    • AI is still a strong long-term investment;
    • OpenAI / ChatGPT is the 600-pound gorilla
    • Microsoft has the keys to the gorilla's cage
  • what does this mean for me
    • my entire December investment allotment will go into MSFT
  • The question: how to do that?
    • several options
  • more later, perhaps

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Note: MSFT will still be a small part of my overall portfolio, but my goal is to readjust my portfolio over the next six months. I started the process about two years ago, going slowly and staying within my strategic plan.

My current bucket allotments for new money, from November 20, 2023:

My bucket allotments will not change for the long term, but the allotment percentages may be adjusted slightly beginning in late 2024 or early 2025. I'm thinking of going 30% large cap; and 30% tech; and, leaving everything else the same.  

However, starting this next month, December, 2023, my entire "new money" allotment will go into MSFT and that will continue at least through February

Starting March, I plan to return to the allotment as noted in the chart above.

From Michael Fitzsimmons today:


I'm not sure what he means by an "ordinary investor." I do know that Warren Buffett has stated that the S&P 500 is his benchmark. If he hasn't said that specifically, he has implied it in his annual letters and it appears "all" analysts compare BRK with the S&P 500. See disclaimers.

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