For those who may be interested.
"Warren Buffet`s Berkshire Hathaway has shifted its portfolio towards bonds with shorter maturities. The sage investor eschews gold as an asset, but is tightening up the Berkshire portfolio as inflation concerns weigh on his mind.
"The representation of bonds in Berkshire`s portfolio with a year or less until maturity has increased from 16% in early 2009, to 18% as of March 30 this year, and to 21% as of June 30. This shift means that the average maturity of the entire bond portfolio has been getting shorter."
...
"The portfolio moves by Berkshire come as Buffett has repeated his forecast for higher inflation thanks to deficit spending by the U.S. government; if higher interest rates are in the cards, he`s made the right play."
http://finance.yahoo.com/news/Buffetts-Les...052440.html?x=0
"Warren Buffet`s Berkshire Hathaway has shifted its portfolio towards bonds with shorter maturities. The sage investor eschews gold as an asset, but is tightening up the Berkshire portfolio as inflation concerns weigh on his mind.
"The representation of bonds in Berkshire`s portfolio with a year or less until maturity has increased from 16% in early 2009, to 18% as of March 30 this year, and to 21% as of June 30. This shift means that the average maturity of the entire bond portfolio has been getting shorter."
...
"The portfolio moves by Berkshire come as Buffett has repeated his forecast for higher inflation thanks to deficit spending by the U.S. government; if higher interest rates are in the cards, he`s made the right play."
http://finance.yahoo.com/news/Buffetts-Les...052440.html?x=0