It occurred to me that with several companies you enjoy the potential for outperformance of actively managed funds without paying any fees, simply due to their own broad diversification. I'll include a couple here that aren't well sector diversified for good measure, but the idea is that you're buying companies with numerous and quality underlying assets to "cheat" your way to diversification and not cap yourself at index returns.
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BRK.B
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MKL
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LUK
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RCP
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BIP
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O
This gives you exposure to most of the US and European markets, including real estate for the US, and infrastructure globally. I don't know how I'd allocate these, but it seems like an interesting idea to me.
Submitted April 26, 2017 at 06:12PM by thisistheperfectname http://ift.tt/2oxGwrv
