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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Berkfan   😊 😞
Number: of 15062 
Subject: Re: BRK Selling Dilemmas
Date: 08/19/2024 1:17 PM
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When it comes to concentration in one security it is a personal decision obviously.

My view, and I'm 48% Berkshire, with a little less than half this amount in taxable accounts, is that for me, I am dollar cost averaging out, I sell once a year.

If I were to drop dead today, my wife would not be able to handle having so much in one stock, this is one of the reasons why I am systematically reducing it.

I am trying to think of myself the way Warren does when it comes to gifting, he gifts shares 1 or 2x a year around the same time, it doesn't matter where the stock is trading.
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