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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: vez   😊 😞
Number: of 21944 
Subject: Re: Living from Berkshire shares
Date: 06/22/26 8:31 AM
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No. of Recommendations: 13
There are many alternatives to living solely from Berkshire shares,
reducing dependence on a single stock. One very interesting and imaginative
plan was suggested for consideration by Jim some years ago. I cannot find the
original source, so what follows is my recollection of his idea.

Upon retirement place half of your retirement funds in Berkshire and half in a
Nasdaq 100 equal-weight ETF, such as QQQE. After calculating the amount to be
withdrawn each quarter (using your chosen SWR method), withdraw that amount
from whichever is larger, Berkshire or QQQE. The stronger carries the
load, while the laggard is given a rest and time to recover or catch up.

Looking at a chart comparing the two over time, there would be periods of
time when withdrawals were from Berkshire and periods when withdrawals were
from QQQE. Recently, of course, QQQE would be carrying the load.

My personal preference would be this plan. And all credit, of course, goes to Jim.

vez
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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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