The SRH Total Return Fund (STEW) delivered a modest 1.6% total return despite a broader market rally, hindered by its heavy allocation to Berkshire Hathaway and minimal exposure to technology stocks. This limits its upside potential in the current AI-driven market, causing it to underperform compared to benchmarks like SPY and ADX. In contrast, ADX offers a higher yield of about 8%, significant tech exposure, and a 392.3% total return over the past decade, making it a more attractive option for growth-focused investors. STEW remains suitable for conservative investors prioritizing capital protection and dividend growth but may disappoint those seeking higher total returns and yield.
While the article highlights ADX's attractive 8% yield and strong decade-long return, Berkshire Hathaway (BRK.B), a major holding in STEW, trades at USD 505.44 on Pluang as of Sep 25, 2026 18:13 WIB, close to its 52-week high of USD 529.65. This contrasts with STEW's modest 1.6% total return and limited tech exposure. BRK.B's stable price and minimal daily change of +0.01% reflect its conservative appeal, aligning with STEW's focus on capital protection rather than high growth or yield.
Warren Buffett's immediate retirement as CEO of Berkshire Hathaway was a planned succession move, not due to health issues. Since 2018, Buffett has been preparing Greg Abel to take over operations, investments, and overall leadership. His son Howard ...
Berkshire Hathaway is rated a strong buy due to its strategic shift under new leadership focusing on infrastructure, artificial intelligence, and housing vertical integration. The company leverages its massive cash reserves and insurance float to cre...
Berkshire Hathaway has acquired nearly a 10% stake in Miami-based homebuilder Lennar, purchasing about 2.7 million Class A shares worth $1.8 billion. This move comes as Lennar reported weak third-quarter earnings and forecasted lower-than-expected gu...
