Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (17) |
Author: AdrianC 🐝  😊 😞
Number: of 15051 
Subject: Re: Investment Advice to a Trustee
Date: 04/24/2025 9:19 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Here is a suggested allocation for the portion of your portfolio where you desire "know nothing full exposure" to the US market.

Sure, could do that. There are all-in-one products that would make it simpler to manage. My concern is recommending something that gets closed or languishes in some way. I want them to get a reasonable result, it doesn't have to be sensational. One hopes the kids all have successful and satisfying careers.

Currently cap weighted may not be favorable, but a person DCA-ing over multiple decades, the difference between the two may not be much.

I agree, though in the context of this thread the investments will be lump sum. Probable timeline: I die, wife leaves everything as is, she dies, everything goes into separate trusts for the kids, trustee decides what investments to use in each trust.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (17) |


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