Interested in hearing from other investors who own BRK as part of their equity portfolio.
I believe in the long term power of equities but loath paying taxes on distributions. (Sure, you can own GOOGL and AMZN etc. which pay no dividends but I try and limit the amount of growth stocks I own to less than 15%).
Anyway, BRK stands unique in that it is a low beta stock that does not pay a distribution. However, over the years it has grown to be 20% of my investible assets. My next largest holding is at 4% and I'm pretty stringent about not letting any other equity climb above 5% no matter how much I love it.
Anyway, my question to other BRK shareholders how much of your portfolio are you comfortable with?
I believe in the long term power of equities but loath paying taxes on distributions. (Sure, you can own GOOGL and AMZN etc. which pay no dividends but I try and limit the amount of growth stocks I own to less than 15%).
Anyway, BRK stands unique in that it is a low beta stock that does not pay a distribution. However, over the years it has grown to be 20% of my investible assets. My next largest holding is at 4% and I'm pretty stringent about not letting any other equity climb above 5% no matter how much I love it.
Anyway, my question to other BRK shareholders how much of your portfolio are you comfortable with?