Well, kind of.

I'm leaving almost all (well over 98%) of my BRK untouched, as always.

But as I outlined here ( https://www.shrewdm.com/MB?pid=501811538 ) a few weeks ago, I have a smallish orphan IRA from way back in the day that is a no-tax-considerations tradable account that in no way represents $ I count on for my retirement. It's sat holding nothing but BRK.B for at least twenty years.

...and for reasons outlined in the linked post, last week I went ahead and traded this milk cow for some magic beans: 50:50 LLY:NVO. (Details here: https://www.shrewdm.com/MB?pid=-2&previousPostID=2... )

I'll report back in at least two/no more than five years as to how it worked.

One of two outcomes is possible:

1) I will have made more money than I would have otherwise,

or

2) I will have added further confirmation of Pascal's Other Law: “All of humanity's problems stem from man's inability to sit quietly in a room alone.”

--sutton
who probably should have just spent the time reading.
Lord knows there are enough books piled up around here.

Berkshire Hathaway FAQ

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