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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: lswswein ✶  😊 😞
Number: of 15062 
Subject: Re: I am noodling on a major change to my portfolio.
Date: 11/26/2023 1:03 AM
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No. of Recommendations: 8
Anything under 5% esp if it is a Mutual Fund will not make much of a difference. A simpler one might be

BRKB 35%
SPY 35%
QQQ 10%

Misc Equities 5%

Cash/Fixed 5%
Residence & Other Assets 10%

You could take the misc equities and move that to Cash/Fixed and you have a simple 80/20 Portfolio

-h
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