The big change over last month was the sale of Timberland, which netted me 73% profit this year (and overall).
I added to my shares of Apple and Berkshire Hathaway, now my second- and fifth-largest holdings.
I might also consider an add to Ford, but it already makes up 14% of my holdings. Not sure if I want to five any one stock that large a piece of my portfolio.
Any thoughts?
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