I am noodling on a major change to my portfolio. I am 61 years old, healthy as far as I know. I spend considerable free time thinking about investing. It is fun, interesting, and sometimes consuming. My goal is to simplify my life and put things in order for the next generation.

I am currently almost 100% individual equities. Including 60%+ BRK. Top other holdings in order (MSFT, PCG, GOOGL, OXY, BAC, WFX, BA, PNC, USB)

I am Looking at the following mix:

Any observations or thoughts?

Portfolio Target
BRKB BRKB 37.5%
S&P 500 SWPPX/SPY 32.0%
QQQ QQQ 5.0%
QQQE QQQE 2.0%
MF 1 PRWCX 2.0%
MF 2 PRWAX 2.0%
MF 3 PRCOX 2.0%
MF 4 BFGFX 2.0%
Other Equities 3.0%
Cash / Fixed Income 5.0%
Residence&Other Assets 7.5%
Total 100.0%

Berkshire Hathaway FAQ

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