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Started By
Message
Looks like a little rotation
Posted on 8/13/25 at 10:28 am
Posted on 8/13/25 at 10:28 am
from some of the high fliers today into a few value plays like BRK.B and UNH. It's been difficult to not move positions I have in some of these to the high fliers lately but as soon as I would, they would reverse, LOL.
2
Posted on 8/13/25 at 10:49 am to Cajun75
What’s the deal with ex-US stocks? Most of the 5-year gains have come since January.
Posted on 8/13/25 at 10:51 am to Cajun75
quote:Awesome to see as I am way too heavy in BRKB. Watching it flounder over the last few months
BRK.B
Posted on 8/13/25 at 12:37 pm to DrrTiger
USD depreciation and multiple expansion (markets pricing in better economic/earnings news despite underlying earnings growth)
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