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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: carolsharp ✸  😊 😞
Number: of 12509 
Subject: Berkshire or RSP
Date: 04/08/2024 11:10 AM
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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?
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