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I just don't see reasons that are good for clients in increasing the
allocation when the price rises and the value estimate doesn't.
That's simply buying more of something when it gets more expensive.
Wouldn't that normally be a time to reduce allocation, if anything?



I agree with this reasoning; plus, Walmart's price has become very attractive again. BRK is still #1 in my portfolio, but WMT is rising fast, and I will continue selling about 1/30th of my BRK stake (1% of my portfolio) every time BRK is up $1, as I did yesterday, and I know where to put the proceeds, for the moment.

Regards, DTM
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