@elerianm @warrenbuffet 🔷Warren Buffett outperformed $SPX YTD by slim margin but underperformed on Total Returns. 

🔷No exposure to Industrials now

🔷Financials are Berkshire Hathaway's Achilles heel now 

🔷42% cash for next economic cycle upturn!

#Portfolio Visual 👇

https://t.co/2coNAKEW7b