Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (11) |
Author: WEBspired   😊 😞
Number: of 21938 
Subject: Re: BRK Selling Dilemmas
Date: 08/19/24 2:13 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
jet,

Thanks for sharing your thoughts. My 2 cents- I am 58yo, retired for 2y and 2/3 of our assets are in BRK, the majority in taxable accounts. I do think at times about trimming when it hits a pretty high P/B, but I truly detest paying LTCG. We have 18 months expenses in cash/MM (FZDXX). We own a few other equities and I’d rather trim when necessary (like AAPL) than depart with the “sacred” BRK shares, which we’ve kept accumulating since 2011.

I cannot even touch my Roth IRA for another 2 years without penalty, and since those withdraws will be tax-free, I’d rather just leave the Roth untouched for a while & let it compound. Like WEB & many other shrewds here, I’d like for BRK to keep compounding & ultimately give a good bit more to charities down the road than to start distributions now.

So I am just sitting tight for now but I totally feel your “predicament.” I realize if I were 10-15 years older, of course, my perspectives and actions would differ. Please keep us posted how you end up navigating this airspace ;)
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to WEBspired here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (11) |


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 | Open Questions | Moving a community