No. of Recommendations: 1
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.
Partly to make life a little more interesting and partly to diversify a bit, I would like to start building a position in one other equity (or maybe two). I would like for it to be Berkshire-esque. From reading this board and its predecessor, the names I keep coming back to are Brookfield (BN and BAM) and Markel. Would these be as good as any for what I want to do?
