Subject: Re: S&P vs. Rodriguez-Chart
'I sold not only a full 50% of all stocks I have other than Berkshire (things like Meta and Google, but also completely different ones like Verizon and Berkley), but even some Berkshire'

Wow, Very noteworthy! Will be interesting to see where you go from here but nice to get paid 5% or so as you contemplate your next move. Do you mind us asking, were these sells in a taxable or a non-taxable account? For better or worse, this has had a significant effect on my decision making, although Jim has reminded us, the tax man is going to get his piece ultimately.