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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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: AdrianC ⎊✹  😊 😞
Number: of 22989 
Subject: Re: Diversifying away from Berkshire
Date: 12/26/22 4:09 AM
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No. of Recommendations: 6
We are somewhat heavily concentrated in Berkshire...about 30% of net worth and 45% of investable assests. It's the only individual equity we own (to any significant degree, that is). Other stuff includes VTI and VXUS that I'm happy to keep our 403b which is invested in a target date fund.

Very similar here. Not interested in more insurance, though. Recently finished getting out of Markel.

Equal weight funds like RSP and QQQE have been recommended as being less risky and possibly better performing than the cap weighted funds like VTI and VXUS.

I liked the idea promoted by Greenblatt in his seldom read book 'The Big Secret for the Small Investor' - that of value-weighted 'index' ETFs. Greenblatt took his sweet time coming out with one, GSPY:

gothametfs.com: GSPY - GothamETFs

The 0.5% expense ratio is a bit much, though it is starting to build meaningful assets.

I like the recently introduced Avantis ETFs AVLV, AVIV, AVUV and AVDV.

avantisinvestors.com - Avantis investments

They are all value-weighted ETFs. Avantis use profitability measures as well as the usual low price to book measures.
Apple is the 6th largest holding in the Large Cap Value ETF AVLV.
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This community has written 22,499 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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