Cathy's portfolio is playing a Fed pivot, too early for that. Only thing I don't like about Buffet's portfolio is the concentration to Apple will drive performance. It's richly valued + became over reliant on China, could easily see something going wrong.
Buffet’s portfolio would be my choice as Wood’s seems highly speculative and Arkman’s is over weight in the restaurant industry. jmo
Cathy's portfolio is playing a Fed pivot, too early for that. Only thing I don't like about Buffet's portfolio is the concentration to Apple will drive performance. It's richly valued + became over reliant on China, could easily see something going wrong.