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 (16) |
Author: longtimebrk   😊 😞
Number: of 15062 
Subject: Re: 90/10 or 10/90?
Date: 04/20/2023 1:52 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
"20% equities and 80% CDs, Treasuries, short-term money market, and cash. We rarely exceed 40% equities. BRK is our single largest holding, and that's been the case for at least the past decade."

You may want to think about your goals for passing along generational wealth - either to charities, relatives or both.

Inflation may be sticky and being 80% in CDs is eroding your wealth even if you don't need it.


Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (16) |


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