WB's portfolio

**jeep** Fri Apr 01, 2005 3:56 pm

WB's portfolio
For the investment revealed in WB's portfolio, there seems to be a very low exposure to the energy sector. mmmmh :roll:

**blast_investor** Fri Apr 01, 2005 4:10 pm

As far as I know,
WB in energy:
PTR and MidAmerican pipeline. Not much

**jeep** Fri Apr 01, 2005 4:18 pm

Now we think back, PTR should have been a nobrainer for value investing. At the same time, WB is hedging for the weak dollor. Weak dollor plays a pretty big role in energy price as well.

**blast_investor** Fri Apr 01, 2005 4:34 pm

True, dollar hedging is related to energy price, although energy investment is not really pure dollar devaluation issue.