Why i choose all in $BRKB instead $SPY $QQQ?
"Are you insane?! Going all in single stocks?"
This is the response i always gotten from people when i tell them i only focus 1 stock at a time.
Why if u ask? Because i am a man of focus of 1 thing at a time.
People always say to diversify and to reduce risks. But i dont just see how diversifying can reduce risks. What if other stocks dropped due to lack of studies or research?
I honestly cannot or spend too much research for more than 3 company.
Hence, my investing lifestyle always one. But will perform deep research to the core.
Thats why i chose brkb. Again so many but why this?
1. Outperformed spy for 42 years!
2. Managed by warren buffet legend itself from 20mil to 1T valuation! He must have done right all along!
3. Brkb is a set of multiple companies & businesses combined such as geiko, railway, investments aapl, bac, ko and so on..
4. The last and the one i like the most, comes with recession proof and huge cash balance sheet adjusted.
Mr. Buffet knows when to self adjust cash position and to allow bershire to be flexible based on economy situation. Be offensive when market fearful and defensive mode when greedy. (fyi cash asset 300B now!)
Comparing to spy or qqq, it tends to perform better at times but it tends to hit harder when recession comes. Which back to buffet rules, "Never lose money". Which is why brkb is still my pick.
Long year performance proves this strategy works but of course it wont be outperform hot stocks like tesla or nvidia long term.
But thats okay, whats important is to get steady return and knowing your money invested is going to last long no matter what market situation we are in.
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