- SPDR S&P 500 ETF Trust (SPY)
- Berkshire Hathaway Inc. (BRK.A)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?
Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%
Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%
5i Research Answer:
Weights need to be personal, but WE would be fine at 20% of any of the positions noted in the question.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SPY.