Subject: Re: Investing with an eye on rising authoritarianism
Thanks for those ideas. My lazy outsized Berkshire position needs to be rethought I suppose. I should probably do as you say and just take some money off the table and diversify into your bond idea, since I’ve already “won” so to speak.
What percentage of Berkshire/bonds would be prudent given the non zero risk Berkshire gets targeted by a rogue authoritarian regime. I can’t believe I’m even typing that. SMH.
80/20? 70/30?