Subject: Re: Why I sold my entire Berkshire stake
Sell some, especially in tax-deferred accounts, simply because there may be a need for some of us to diversify away from a single stock holding and adjust an asset allocation mix that is getting overly concentrated in BRK.
That is exactly what I have done. I sold all of it in the IRA's, The taxable nest egg is now 90% BRK so I feel good about diversifying a bit. The IRA's are getting tax free 6.0-8.5% dividends from various bond and preferred stocks and funds, and might add another 2-6% CG in the next year or so if interest rates come down.