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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Munger_Disciple   😊 😞
Number: of 19824 
Subject: Re: OT mostly: forevers
Date: 02/22/26 1:50 PM
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No. of Recommendations: 12
(b) no index trackers are allowed

With all due respect, it seems like an index is the perfect solution to your problem (as Buffett himself chosen for his wife Astrid) so I don't understand why you are ignoring it especially since you said not to consider current valuation in choosing the appropriate investments.

I would recommend 50% BRK and 50% index with periodic rebalancing (once every 5 years) assuming there are no taxes to be paid in Monaco.
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