Has anyone seen this? Good summary of the YTD results between S&P and the smaller equity positions, ostensibly selected and managed by Combs and Weschler. Volatility in this snapshot is to be expected with such a short timeframe, but this may still serve as a basis to jumpstart a good discussion on successorship issues and recent thoughts some of us are having in diversifying away from BRK ' definitely something I'm considering with the fairly sizable BRK position I currently hold in my tax-deferred accounts(401k, Roth IRAs, etc).

I'm roughly 80% BRK/long for my investable assets, and have never sold a single share since 1998. Liquidating BRK in my tax deferred accounts will bring me down to an overall 60% allocation of BRK to my investable assets that will remain in my taxable brokerage account with significant embedded capital gains. I have plenty to live on comfortably for the rest of my life. I'm 68, and am at that point now where the accumulation phase is pretty much over. I've far exceeded my goals so I now wish to simply preserve what I have for eventual philanthropy when I check out.

stocks.apple.com: Warren Buffett’s Investment Aides May Be Having a Tough Year