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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Gator1984   😊 😞
Number: of 21943 
Subject: I am noodling on a major change to my portfolio.
Date: 11/25/23 11:32 PM
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No. of Recommendations: 4
I am noodling on a major change to my portfolio. I am 61 years old, healthy as far as I know. I spend considerable free time thinking about investing. It is fun, interesting, and sometimes consuming. My goal is to simplify my life and put things in order for the next generation.

I am currently almost 100% individual equities. Including 60%+ BRK. Top other holdings in order (MSFT, PCG, GOOGL, OXY, BAC, WFX, BA, PNC, USB)

I am Looking at the following mix:

Any observations or thoughts?

Portfolio Target
BRKB BRKB 37.5%
S&P 500 SWPPX/SPY 32.0%
QQQ QQQ 5.0%
QQQE QQQE 2.0%
MF 1 PRWCX 2.0%
MF 2 PRWAX 2.0%
MF 3 PRCOX 2.0%
MF 4 BFGFX 2.0%
Other Equities 3.0%
Cash / Fixed Income 5.0%
Residence&Other Assets 7.5%
Total 100.0%
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Members reply directly to Gator1984 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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