Jump to content

Berkshire or the S&P 500 in a taxable account


Recommended Posts

It seems to me that is still makes sense to hold BRK.A/B even if the company underperforms the S&P500 due to tax efficiencies.  Does anyone else share this opinion or disagree?


Due to the nature of my work I cannot invest in most stocks and am restricted on trades.  It becomes difficult to find tax efficient ways to invest in my PA.  Active mutual funds just don't seem to make sense.  ETF's are relatively tax efficient but it seems to me some of these owner-operator congolomerates might act as a more tax efficent fund of sorts.

Link to comment
Share on other sites

There is no definitive answer to that, it depends on the assumptions.  It is similar to a traditional IRA in that taxes are backloaded but you only get dinged once instead of at every transactions (Because the transactions are internal).

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...