Bonus time, cash to invest, so I am in research frenzy. ![]()
Currently have a portfolio with:
BRK.B,
SSON (soon to rollover)
Fundsmith
QQQ (will soon cash out as largely overlapping with SMH)
SMH
Then I read about Brookfield (BN), as the new-and-improved Berkshire and boy am I curious to know more! Two days in and countless forums later, I see that BN has riskier bets and deeper craters on market crashes.
Seeking your opinion on the investment - worth it or not, in addition to, or instead of brk.b.
10 year horizon, no immediate need to exit any position.