I am more comfortable with 5%. ... OTOH, shorting SPY or getting out of US stocksMy entire point was about your comment "you are betting against Warren" is silly and everyone including you in someways betting against him. That's how the market works. You want to think you are betting along with to the tune of 5% in WFC and I view the same thing as you are not betting 15% in WFC thus betting WEB is overly optimistic in allocating 20% to WFC and you disagreed with him and thus bettring against him!Again the important point is, it doesnt' matter what WEB does, because he is different than you in skills, experience, and the size of capital. You should do what you are comfortable with and not worry about what he does.
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