At 96, Warren Buffett remains actively involved as Berkshire Hathaway's chairman, making major investment decisions including a $36.6 billion stake in Alphabet. However, Berkshire's Class B shares have underperformed, rising only 0.5% year-to-date compared to the S&P 500's 12.7% gain. Factors like uncertainty over new CEO Greg Abel, a large cash reserve, no dividend payments, and absence of major acquisitions may explain the stock's sluggish performance. Meanwhile, Berkshire shares are actively traded in President Trump's portfolio, reflecting automated trading strategies rather than direct involvement. Berkshire also repurchased $4.5 billion of its shares in Q2 2026, maintaining a substantial cash reserve of $365.5 billion as of June 30, 2026.
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) offers a 15% annual income target by selling call options on a Berkshire-linked stock basket but charges a high 0.98% fee. This fee reduces returns over time, and the fund caps upside gains...
The Vanguard 500 Index Fund Admiral Shares (VFIAX) charges a very low 0.04% annual fee and holds about $598 billion in assets, tracking the S&P 500 index. Over the past decade, it has returned 312.9%, largely driven by concentrated investments in maj...
Markets are trading near record highs even as bond yields reach levels not seen since 2007 and energy prices stay high. However, private credit markets are showing signs of stress with record default rates and redemption gates at major funds like Apo...
