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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: newfydog   😊 😞
Number: of 15062 
Subject: Re: Why I sold my entire Berkshire stake
Date: 03/01/2024 2:57 PM
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Sell some, especially in tax-deferred accounts, simply because there may be a need for some of us to diversify away from a single stock holding and adjust an asset allocation mix that is getting overly concentrated in BRK.

That is exactly what I have done. I sold all of it in the IRA's, The taxable nest egg is now 90% BRK so I feel good about diversifying a bit. The IRA's are getting tax free 6.0-8.5% dividends from various bond and preferred stocks and funds, and might add another 2-6% CG in the next year or so if interest rates come down.
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