A mixed week this time around. NZ share fell on the news of a Covid-19 resurgence and a return to lockdown. Australia, the US and the rest of the world performed acceptably.
One notable holding over the last few weeks has been Berkshire Hathaway (BRK.B), which has jumped significantly and is back to February/March levels. BRK just released its 13F filing- a report that each large investment company in the US has to fill out each quarter that shows their holdings. This showed Apple as BRK's largest holding, making up 44% of the portfolio with a market value of $90 Billion. Additionally, BRK sold bank stocks, notably, 26% of its holding in Wells Fargo and 61% of JPMorgan Chase. An interesting addition to BRK's holdings was Barrick Gold Corp, with this being a new $500 Million holding. This is interesting as BRK's legendary leader, Warren Buffet, does not like gold as it is not a productive resource. See information on Berkshire Hathaway's 13F here- https://whalewisdom.com/filer/berkshire-hathaway-inc#tabholdings_tab_link
