With Recession Looming, These Are My 5 Highest-Conviction Stock Holdings

As of this writing, I own 45 different stocks, but they aren't all the same types of investments. Some are smaller, more speculative positions, while others are make up a rather large portion of my portfolio. And, some are quite recession-prone, while others should do just fine even in a tough economy.

For me, my highest-conviction stocks are also the largest holdings in my portfolio. This certainly makes sense -- the more I believe in a company's long-term potential, the more of my own money I'm willing to put into it. With that in mind, here's why about one-fourth of my stock portfolio is concentrated in Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Apple (NASDAQ: AAPL), Markel (NYSE: MKL), Digital Realty Trust (NYSE: DLR), and Realty Income (NYSE: O).