you are confused you should be selling BRKA - not stocks now at a good value why well BRKAA is at a gigantic premium to NAV that will not last - many BRKA holdings have plummeted, check it out including: Wells Fargo, Gilette and silver... BRKA at 30,000
much of brk is now in gen re, which should not suffer much from market downturn. with gen re purchase, web diversified us so smaller perecentage of our holdings are now in market. when the $22 billion from gen re comes aboard, he'll buy good stocks on sale.
money market funds (cash) make 5 percent. in 12 months, where should your money have been? cash or brk? i'm keeping some in cash, some in brk. other question still remains -- what about our other stocks?