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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam ✭☼  😊 😞
Number: of 22351 
Subject: Re: De-risk a bit?
Date: 06/14/26 11:46 AM
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No. of Recommendations: 3
We are in a similar situation, but our Berkshire stake is around 40% and cash around 5%. I am following the option 3 you outlined above.

I am not worried about BRK doing an Enron or even a GE, so option 2 is a non-starter, as I have no wish to invite Uncle Sam transfer to share in our fortune. It is possible that BRK will underperform the broad market indexes, barring a significant recession or stock market crash.

My own dilemma is what to with our other large positions in Apple, Microsoft and Costco, whose cost bases are less than 10% of current market value. I see much higher probability that they could blow up than BRK. I have the lived recent experiences with Intel and Pfizer.

Since you have 10 years of living expenses in cash, you have already provided a large safety net for your wife. As for the future management of your estate, could you not bring your kids up to speed on how to handle the investments? They would anyway need to learn to do that when they inherit eventually.
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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