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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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: valu3hunter   😊 😞
Number: of 21939 
Subject: Re: De-risk a bit?
Date: 06/14/26 11:27 AM
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No. of Recommendations: 10
Anything that triggers a big tax on Berkshire shares is probably a lousy idea.

I've moved almost everything I can without triggering taxes into Berkshire/cash from indexes over the past few months. Everything "trapped" in indexes would trigger at least a 20-30% immediate value loss. I think I'd rather hold those positions (and run the risk of being worse off if the market drops 40%+ in the near-term than pay a huge tax bill).

If it were my pile, I would either sit on my hands or do the planned sales with the intent to purchase something else offering general equity exposure. I think you'll find that alternatives are either Berkshire-like (e.g., long-term value funds) or offer index pricing risk given today's prices (e.g., S&P @ 30x PE). When I go through this dilemma daily, I end up consistently sitting on my hands and lamenting my trapped VOO shares.

Anyway, so in summary, do nothing or sell a little, but 10 years of dry powder already feels excessive so you're probably best off doing nothing.
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This community has written 21,448 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 · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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