Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (10) |
Author: carolsharp ✸  😊 😞
Number: of 12504 
Subject: Berkshire or RSP
Date: 04/08/2024 11:10 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
Was looking over estate plans.

Current directive is liquidate everything (including Berkshire!) and put 90% in RSP and 10% in cash equivalents.

The reasoning is that when I'm no longer around the portfolio needs to be hands off, yet expected to grow at a reasonable rate, say 5-7% plus inflation.

I have a general distaste of cap weighting, ruling out S&P 500, etc., etc.

I'd love to do 90% Berkshire, but nobody knows how the company will change and evolve over the next few decades. I want to believe Warren and Charlie built this thing to last forever. But I can't prove that.

Hence, RSP seems like the compromise.

Thoughts?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds