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Innhold levert av Money For the Rest of Us and J. David Stein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money For the Rest of Us and J. David Stein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

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Manage episode 404997798 series 2137790
Innhold levert av Money For the Rest of Us and J. David Stein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money For the Rest of Us and J. David Stein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the company. Meanwhile, utility ETFs have a steady 3.5% dividend yield. Which will be the better-performing investment going forward?

Topics covered include:

  • How has Berkshire Hathaway performed relative to the S&P 500 Index and other active managers
  • Why Warren Buffett believes Berkshire's electric utility holdings were a mistake
  • Why California has some of the highest utility rates in the U.S.
  • Why Berkshire Hathaway will eventually need to pay a dividend even though it doesn't currently
  • Going forward, will it be more profitable to invest in Berkshire Hathaway, a utility ETF, or an index fund

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NetSuite – Get your free KPI checklist

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Berkshire Hathaway 2023 Shareholder Letter

The Man Preparing for a Berkshire Hathaway Without Warren Buffett by Justin Baer—The Wall Street Journal

Warren Buffett admits Berkshire Hathaway’s days of ‘eye-popping’ gains are over by Eric Platt—The Financial Times

Active vs Passive Investment Management Barometer Report—Morningstar

Buffett sounds wildfire alarm as utilities industry enters new era by Eric Platt and Myles McCormick—The Financial Times

Paying for Electricity in California: How Residential Rate Design Impacts Equity and Electrification—Next10

Investments Mentioned

Berkshire Hathaway Inc Class B (BRK.B)

Vanguard Utilities ETF (VPU)

Related Episodes

466: Does Dividend Investing Still Work?

463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle

444: Natural Disasters: Are They Truly Increasing?

242: Should You Let Warren Buffett Manage Your Money?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

500 episoder

Artwork
iconDel
 
Manage episode 404997798 series 2137790
Innhold levert av Money For the Rest of Us and J. David Stein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money For the Rest of Us and J. David Stein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the company. Meanwhile, utility ETFs have a steady 3.5% dividend yield. Which will be the better-performing investment going forward?

Topics covered include:

  • How has Berkshire Hathaway performed relative to the S&P 500 Index and other active managers
  • Why Warren Buffett believes Berkshire's electric utility holdings were a mistake
  • Why California has some of the highest utility rates in the U.S.
  • Why Berkshire Hathaway will eventually need to pay a dividend even though it doesn't currently
  • Going forward, will it be more profitable to invest in Berkshire Hathaway, a utility ETF, or an index fund

Sponsors

Shopify - Sign up for a $1 per month trial period

NetSuite – Get your free KPI checklist

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Berkshire Hathaway 2023 Shareholder Letter

The Man Preparing for a Berkshire Hathaway Without Warren Buffett by Justin Baer—The Wall Street Journal

Warren Buffett admits Berkshire Hathaway’s days of ‘eye-popping’ gains are over by Eric Platt—The Financial Times

Active vs Passive Investment Management Barometer Report—Morningstar

Buffett sounds wildfire alarm as utilities industry enters new era by Eric Platt and Myles McCormick—The Financial Times

Paying for Electricity in California: How Residential Rate Design Impacts Equity and Electrification—Next10

Investments Mentioned

Berkshire Hathaway Inc Class B (BRK.B)

Vanguard Utilities ETF (VPU)

Related Episodes

466: Does Dividend Investing Still Work?

463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle

444: Natural Disasters: Are They Truly Increasing?

242: Should You Let Warren Buffett Manage Your Money?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

500 episoder

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