“Verbatim

“We sold that property for $1.9 billion… about 5% of the portfolio.”

The Rules of Investing · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place

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What was described

sold a real-estate portfolio for $1.9 billion, reducing real-estate exposure to about 5% of the $16 billion portfolio

$1.9 billion; 5% of portfolio

Said nearby on the same subject

“We recruited the team that managed a mass, a much larger business. A bit like bringing in an asset manager who was managing $100 billion to go manage a billion dollar portfolio.”
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Bill Ackman
Equity Mates Investing Podcast ·
How they work $100 billion, $1 billion Share this moment
“My last year as a real estate agent, fully as an agent in 2019, we crossed a billion dollars in sales for the year… my commissions… $22 million for the year”
♫
Said on The Knowledge Project
Hard number $1 billion sales, $22 million commissions Share this moment
“Model portfolio is 16.4% per annum versus the SPDR200, 7.5%... QAV light portfolio is 21.8% per annum versus 9.2%”
♫
Said on Quality At Value - Value Investing In Shares
Hard number 16.4% p.a. vs 7.5% SPDR200; QAV light 21.8% p.a. vs 9.2% benchmark Share this moment
“Take the 150 billion off the 2 trillion in government debt… reduce debt by about 12% and save 8 billion a year”
♫
Said on Straight Talk with Mark Bouris
Why it worked $150 billion; reduces debt by ~12%; saves $8 billion annual interest Share this moment

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