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The S&P 500 is overweight to big tech. Moving -2-

Another reason to sell is if the team determines that their original buy thesis was incorrect, or if "facts have changed," Hill said.

"The best analysts will be wrong a third of the time. That is part and parcel for this industry. You have to be comfortable you will be wrong a percentage of the time," Hill added.

Here are the top 10 holdings (out of 99) of the Tweedy, Browne International Value Fund as of July 31:

Company                          Ticker   Country      % of the Tweedy, Browne International Value Fund  Total return -- 5 years 
Nestlé S.A.                      CH:NESN  Switzerland                                              5.1%                     44% 
Safran S.A.                      FR:SAF   France                                                   4.0%                     38% 
TotalEnergies SE                 FR:TTE   France                                                   3.8%                     49% 
Diageo PLC                       UK:DGE   U.K.                                                     3.8%                     30% 
Berkshire Hathaway Inc. Class A   BRK.A   U.S.                                                     3.7%                     70% 
Alphabet Inc. Class A             GOOGL   U.S.                                                     3.3%                    111% 
BAE Systems PLC                   UK:BA   U.K.                                                     3.2%                     88% 
Heineken Holding NV              NL:HEIO  Netherlands                                              2.9%                     -3% 
Roche Holding AG                 CH:ROG   Switzerland                                              2.8%                     22% 
United Overseas Bank Ltd.        SG:U11   Singapore                                                2.7%                     31% 
                                                                                                                Source: FactSet 

Click on the tickers for more about each company.

Click here for Tomi Kilgore's detailed guide to the wealth of information available for free on the MarketWatch quote page

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08-26-23 0843ET

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