Subject: Re: Diversifying away from Berkshire
As a Berkshire owner for 23 years, I've developed a pretty good sense for assessing price vs. value. I've had good success buying on the cheap and selling when high. I have very little confidence in my ability to do this with anything other than Berkshire. So even if I conclude that a company is likely to be solid over the long haul, I'm a bit blind as to entry point. The longer I hold, the less entry point matters. But still....this makes me wonder whether, in my case, I should just stick with Berkshire.

Same here! Except for the selling part. Haven't done much of that yet.

I first bought Berkshire 1/5/99. No idea what I was doing, but it worked out:

https://stockcharts.com/freech...

I've bought many times along the way, so it's hard to say how I did against SPY.
Probably done a bit better and haven't had to pay any taxes, yet.

I'm sticking with Berkshire in taxable. Intend to diversify in tax-deferred.