No. of Recommendations: 2
I came across this Buffett quote from 2014:
"...I believe that the chance of permanent capital loss for patient Berkshire shareholders is as low as can be found among single-company investments".
Likely that's true. Many of us have large portions of our net worth in Berkshire. As single-company investments go, Berkshire is lower-risk, but it is still more risky than, say, RSP (S&P500 equal-weight). And, let's face it, unless you time your buys and sells well, investing in Berkshire hasn't beaten the index for 20+ years.
Example: 2004-2023, adding $1,000/quarter, inflation adjusted, ending balance:
$284,204 Brk.b
$289,087 SPY
$282,702 RSP
portfoliovisualizer.com - Backtest portfolioYour results might vary (I think mine have, for the better). Going forward, though...what to do?
Would you put a large sum into Berkshire in a taxable account? Not a trade, but as a long-term holding.
