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written by reader Your portfolio

By sicilia, January 22, 2017

I am a new regular member and just received your portfolio holdings, showing that you favor insurance companies, largely. Are you holding Berkshire Hathaway and Markel, etc. primarily for capital appreciation? I see that neither one of these stocks pays a dividend.

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Travis Johnson, Stock Gumshoe

Yes, they are long term compounders of book value, which I am confident will result in higher share prices over long time periods (though neither is compellingly cheap right now). Those and my other insurance company holdings together comprise about 25% of my individual equity portfolio (that is, of my portfolio of individual stocks — which is about half of my stock market exposure, the balance coming in diversified funds of various types)

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