Post #487 by weatherman on the Berkshire Hathaway board

When reading posts, there are yellow stars against the names of the most respected Shrewds. The number of points in the star, starting at 3, represents the Shrewd'm-Star rating. This number is the average recommendation that the author received over the last 12 months.

- Manlobbi

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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note, i have made my first ever trim (~15%) of core brookfield , held since ~2011 and added several times after. bn remains my largest weight. i have always sold spins when tax-appropriate.

this was mostly for tax reasons also, but have been re-evaluating 2025 published bull\bear cases while near shareprice highs in an era of gop fiscal dominance. am also 6yrs into FIRE, and switching heavily into wealth retention mode.

at the broadest portfolio level, i recommend this perspective :

https://excessreturnspod.com/podcast/excess-return...

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