I’ve been investing 35% of my brokerage portfolio in SWLGX - about $3,500 a month. I’m considering lowering that to $3,000 per month and putting about $500 per month in BRK/B.
BRK/B seems to have really good performance and while past results do not indicate future results, I feel like it may be a decent single stock to throw 5% of my brokerage portfolio in.
Since it’s relevant to the decision, the amounts I currently invest in my brokerage is 35% SWTSX (total stock), 35% SWLGX (large cap growth), 20% SCHD (large cap value/dividend), 5% SWISX (developed intl. markets), and 5% SFENX (emerging intl. markets).
Like I said I’m considering lowering SWLGX to 30% and using that 5% to buy BRK/B. I can buy fractional shares of it through Schwab.
So what does everyone think? BRK/B seems a bit too good to be true, so what’s the catch?