Account
By James RobertsMy Stockdiagnostics model has 14 positions and about 12% cash as of April 30, 2013. Two of the 14 positions are what I term multi-industry investments: Leucadiaand Boulder Income Fund. Boulder Income Fund is a traditional closed-end fund invested around 25% in Berkshire Hathaway.With Boulder trading at approximately a 15% discount to NAV, it seems like an attractive way to invest in Berkshire, in my opinion. Leucadia and Berkshire are in a joint mortgage venture called Berkadia . The Berkshire annual meeting is held in May, and we are starting to see some of Buffett's comments in the media.Berkshire Hathaway has a long term position in Wells Fargo. Portfolio's holdings in Wells Fargo were sold on May 6, 2013 in an attempt to eliminate overexposure while recognizing that the banking sector is not much more attractive than average these days.JP Morgan was sold in the last 60 days, as well. The portfolio has been in and out of Safeway at a loss, but continues to hold Krog...
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