Post #4757 by mungofitch on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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No. of Recommendations: 20

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

What's wrong with what you have?

If there are some that you yourself don'\t believe in the future of, that's a reason to sell a position.
But otherwise, the structure sounds fine.

If you have enough money to fund your retirement, there is no need for a buffer of cash and fixed income. You might have to sell a little stock when it's cheap sometimes, but you'll also sell some when it's expensive. Over the long run you'll get the average valuation, and get a positive real return you wouldn't get with the cash and fixed income.

Similarly, funds are mostly just a way to give fees to other people. If you must own one, own one that isn't capitalization weighted.

Jim

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