Superinvestor Chris Hohn shows how it's done.
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
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