Personal Investments • Re: Your Opinion on Berkshire Hathaway ?

I am getting tempted to buy Berkshire Class B individual stock.

We presently have -
VTI & VXUS in Taxable &
VTI & VGT in Roths,
BND & CDs in IRAs

I was reading the glorious write up on BRK.B individual Stock which has around 50 companies, so it acts like a mutual fund of sorts & not a single company stock.

It has had a better run than VTI in long term time span & being an individual stock does not have any expense ratio.
It has loads of money in it & has Warren Buffet picking the investments including some income earning investments, but has not had much of any capital gains.

I think of myself as committed Index investor but have VGT - investing in information technology with Artificial Intelligence type of stocks & am now thinking of BRK. B after reading a write up of its praise.

The stocks/companies in VGT & BRK.B are already present in the VTI which is our major holding, but will be emphasizing & betting that these companies will do better than other companies in the 3000 odd stocks present in VTI.

We are retired & have won the game so to speak & the money in these investments will probably go to our children.

We have around 5% of our Stocks section in VGT & will build up the BRB.B gradually to another 5% of our VTI stock investments.

The saying goes that any investment if less than 5% of one's total portfolio does not change the returns but will end up in confusion in the portfolio.

At present we have 4 ETFs + Cash, this will be the 5th one.

When all is done with & settle, we will concentrate more & gamble in having 10% of our stocks in VTI as a repeat in VGT & BRK.B.

The new money will be cash from our bank or exchange in our Roths & not involve capital gains from selling VTI.

Your thoughts & opinions on this DIY portfolio ?

Thanks & regards

Statistics: Posted by WoodSpinner — Wed Aug 28, 2024 6:27 pm