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No. of Recommendations: 2
A bit of background: because BRK had run up so much it was getting to be too big a part of my portfolio. So I sold some and was looking to redeploy.

MKL is never going to be as cheap as it was right after the Alterra acquisition, unless Tom G screws up or the whole market stumbles. And even then, e.g. in Oct 2014, it didn't really crash. So I bit the bullet and bought some.
WTM seems to be cheaper than its usual P/B and has done OK in the past.

I was in 19% cash, now 15%, so these two are not big positions. Yet.
BRK has been good to me but I am waiting for their February 13F.

More background: After the Oct 2014 correction I was fully invested but at the end of December, decided to sell some so-so stocks (1/2 of T, VZ, CBI (at a profit!!)) and some that had run up significantly (1/3 of AZN, LLY, others); and ALL of my index ETFs, to go to 20% cash.

As I put this down in writing I think I am getting to be a market-timer and I don't want to be. e.g. I have owned HSY since 2003 through thick and thin and that was the right decision.
What's the right answer? I think for me it would be "buy-and-hold individual stocks, don't buy unless capable of holding through 50% drop, try to time via index ETFs only." Market timing is too tempting to give up cold turkey entirely.
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