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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Munger_Disciple   😊 😞
Number: of 21107 
Subject: Re: De-risk a bit?
Date: 06/14/26 3:52 PM
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@carsdude,

Sorry to hear about your health issues and wish you all the best in getting treatment for them.

If you are worried about single stock/ management transition (more important than Warren->Greg is Ajit->new guy transition IMO), then option 1 is best. The federal cap gains taxes have been as low as ever have been in my life time, and you say that you live in a zero tax state. Moreover, I think the tax rates rate likely to go up in the future.

You could keep the proceeds in ST T-bills and slowly diversify over a period of time into a broader market index. The S&P is clearly overvalued IMO at these levels, so an equal weighted index like RSP may make more sense.
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