Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (17) |
Author: knighttof3   😊 😞
Number: of 15055 
Subject: Re: Investment Advice to a Trustee
Date: 04/24/2025 3:19 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Here is a suggested allocation for the portion of your portfolio where you desire "know nothing full exposure" to the US market. By definition, "know nothing" includes making no judgement regarding cap weighted versus equal weighted.

I really think (maybe it's the latent Boglehead in me), more than three funds/ETFs is too much for a know-nothing human to manage.
VT+BNDW - doable
SPLG+QQQE+RSP+DFVE+VXF - too complicated.

A few years ago, I put my mother-in-law in 8 ETFS, perfectly suited for her circumstances, then and now. Her eyes basically glazed over when I tried to explain why that allocation was good for her, and I have not tried explaining since then. For what it's worth, she has done better than most Boglehead portfolios, because I tailored hers to her circumstances.

No Jim, I will not do it for any other of my friends or family. Even though several have asked me. I have heard you loud and clear. However, in my defense, she's an exceptionally kind woman, and 180° opposite of the stereotypical mother-in-law. If someone talks to her, and if they don't like her, the problem is with them, not with her. That is how I judge people.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (17) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds