The reason I did nothing yesterday and will likely do nothing going forward, except for the day each year when I sell some, is because my oldest lot is from 12/31/2012 and Berkshire has annualized 14.17% since that date, with no tax consequences. No work, sat on my ass. The SPX total return index since that date has returned 14.17% with the obvious dividend income. For most of the time I have held this, Berkshire was lagging the index and still may revert to that posture soon, who knows really. 75% of my position was accumulated from 12/18/2020- 3/15/2023, these last positions were all bought less than the previous reported repurchase prices and have substantially beaten the market, albeit not a long time frame.

I sell around 3-4% of my shares each year at end of year.

Berkshire Hathaway FAQ

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