No. of Recommendations: 1
For those with US retirement accounts that do not allow options trading, do you think a comparable strategy would be selling BRK shares at the current price levels and buying a money market fund (VSUXX currently has a 5.30% yield) until a future opportunity arises with lower BRK valuations?
From an analysis of average forward returns from current BRK price/book levels, I believe we might be at or near the point where a 5.30% yield would beat what one would expect BRK to do in the next year, based on averages (noting of course that averages can conceal a whole lot of variation.) And without the risk.
