No. of Recommendations: 6
We are somewhat heavily concentrated in Berkshire...about 30% of net worth and 45% of investable assests. It's the only individual equity we own (to any significant degree, that is). Other stuff includes VTI and VXUS that I'm happy to keep our 403b which is invested in a target date fund.Very similar here. Not interested in more insurance, though. Recently finished getting out of Markel.
Equal weight funds like RSP and QQQE have been recommended as being less risky and possibly better performing than the cap weighted funds like VTI and VXUS.
I liked the idea promoted by Greenblatt in his seldom read book 'The Big Secret for the Small Investor' - that of value-weighted 'index' ETFs. Greenblatt took his sweet time coming out with one, GSPY:
https://www.gothametfs.com/gspyThe 0.5% expense ratio is a bit much, though it is starting to build meaningful assets.
I like the recently introduced Avantis ETFs AVLV, AVIV, AVUV and AVDV.
https://www.avantisinvestors.com/avantis-investmen...They are all value-weighted ETFs. Avantis use profitability measures as well as the usual low price to book measures.
Apple is the 6th largest holding in the Large Cap Value ETF AVLV.
