I just added 1 share of Berkshire Hathaway ($BRK.B (+0.9%) ) to my long-term investment portfolio at $506.97!
While it’s only a small position for now, it’s a strategic move that brings significant long-term value and structural strength to my holdings.
The recent announcement that Buffett will be stepping down from operational control may have caused a minor dip in the stock price, but I truly this was more of a sentiment reaction than a fundamental one and my chance to snatch one as I couldn’t on the tariffs day.
The succession plan has long been in place, and Greg Abel, who will take over, is a widely respected executive within Berkshire and the broader business world.
Berkshire even without Buffet is unique. It’s not just a stock — it’s essentially a diversified portfolio in itself.
My one BRK.B share adds built-in diversification, strong fundamentals, and recession resilience — without me having to assemble all those pieces individually.
From a risk-return standpoint:
Berkshire isn’t the flashiest growth stock. But it has historically delivered solid, consistent compound returns with lower volatility. That gives it a high Sharpe Ratio — a key metric I’m optimizing for in my portfolio. It’s also debt-light, incredibly well-managed, and allocates capital with discipline.
By including BRK.B, I gain:
- Exposure to U.S. economic engines without concentrating in just one sector
- A hedge against volatility, thanks to its cash reserves and insurance float
- No dividend distractions – BRK reinvests all earnings for growth
And let’s be real — it feels pretty great to finally say I own a slice of Warren Buffett’s legacy.
A Note on Size
This first purchase represents about 4.7% of my portfolio, but I plan to scale in further if the price offers more attractive entries or if my cash inflows allow. For now, it serves as a stable core holding — not meant for trading, but for long-term compounding.
Final Thought
Buffett’s stepping down doesn’t change the DNA of Berkshire. Its conservative, value-driven ethos will continue under Abel. If anything, the transition might make now a smart time to enter, as others hesitate.
This 🦆 is happy to be holding a piece of one of the most shareholder-aligned companies in history.
What do you think all think is BRK.B still a buy in the post-Buffett era? Are we even there yet?
