by Lance Roberts
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| Berkshire Hathaway $BRK remains a solid long-term holding, but it’s lagging in today’s market due to limited AI exposure and a large cash position that drags on returns during bull runs that we have now. That same cash, however, makes it a useful hedge in a risk-heavy portfolio, offering downside protection when markets pull back. The recent leadership transition from Warren Buffett to Greg Abel adds another layer of uncertainty that may take time for investors to fully price in. This isn’t a reason to avoid Berkshire, but it does explain the underperformance. At the same time, sitting in cash waiting for a big correction is risky, as any pullback is likely to be shallow and short-lived right now unless something big happens. A better approach is to gradually deploy capital through dollar-cost averaging (split your capital into 6 parts and invest 1/6 each month) while using defensive exposure like Berkshire to balance risk. Don’t wait for a perfect dip – keep gradually allocating capital in $SPX / $SPY. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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