I'm looking for big companies that have a strong track record of deploying cash.
The reason is that I already have a lot of brk.b, and I want to avoid tech, but also don't want to have too much in SGOV. I'm looking for companies that will be strong enough to not only survive a crash but also benefit from it.
Alternatives to Berkshire Hathaway?
byu/doubleplusgoodx999 ininvesting
Posted by doubleplusgoodx999
16 Comments
Waste Management
How about a min vol strategy? At least it would be semi diversified
Unfortunately they are pretty unique. It is a unique combination of value based companies they own and value based companies they invest in.
I feel like the closest thing to BRK are probably index funds.
Fairfax Financial. The Canadian Berkshire Hathaway
Depends on the type of crash
You need to specify precisely what you’re hedging against to identify how to hedge against it
A US government default, AI equities crash, consumer debt, war, synthetic gold becomes cheap to produce, mutual funds/ETFs get hacked, etc. These will all have different answers.
Maybe NOBL and some BIL or SGOV. A 70/30 or 60/40 blend.
NOBL is dividend aristocrats, companies that have not cut dividends in decades.
It’s not apples to apples Buffett, but similar
When did you panic sell? Feb-March? Where did the SGOV money come from? For how long has it been there??
The most ever stock reliable against any kind of crash, inflation, war, low interest, high interest, is “Gold”. The banks and countries are increasing their reserves of gold year over year
My suggestion is MAGS (**Roundhill Magnificent Seven ETF)** or QQQ
Brookfield (BN) is the Canadian Berkshire.
Controversial take, but GME is on sale right now, and won’t always be.
Maybe not quite what you’re looking for but djco
LVHI, dropped only 8% during 2022 bear market vs S&P 28% & actually gained for the first half of it.
What about some value/quality ETF?
Markel Corp.