I’m getting ready to unload a significant chunk of my total BRK position, the portion which remains within my 401k, which will not trigger any immediate taxable event. I am currently about 82% all-in with BRK, and 18% in cash. If I reduce my exposure to BRK with this dump, I’ll be about 65% BRK in my taxable account, which I will never sell, and the rest in cash. If I also consider the cash position within BRK, then I guesstimate that I’ll be about 45% or so exposed to the equity markets.

What would many of you do as to timing this sell in leading up to the annual meeting? Or might it be better to wait until Monday for the market to digest any surprising news? BRK may indeed sell off on the news, whether the quarterly results are promising or not, whether WEB steps down or not. I’m inclined to watch it carefully this week, and maybe unload it all before then, so as to capture the usual momentum and excitement leading into the weekend. What say you?

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