No. of Recommendations: 2
Exactly! In the same boat- over 70% BRK and 10% Apple. I am currently noodling on whether I should trim some Apple and I am considering it more now that WEB trimmed 13% of the position and will trim more. I know that he’s playing a different game however it makes me look in the mirror and wonder whether I should trim and some capacity as well. Of course, there’s always the dang tax situation as these are in taxable brokerage accounts and I would have to ask “and then what” to do with the funds And have to overtime 21% tax hurdle. I realize that we are quite fortunate, and there are many worse problems out there! I am also open to ideas, but I am in the drawdown phase so new purchases & positions will be more limited.
