Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

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.

Episoder(572)

Debt Is For Managing Wealth Not Creating It

Debt Is For Managing Wealth Not Creating It

Should you borrow money to magnify returns in your 401 (k), IRA, or other tax-deferred retirement account?We examine Basic Capital, which allows investors to leverage their retirement account investme...

17 Des 202526min

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter mo...

10 Des 202523min

Burnout, Breaks, and the Courage to Spend with David Bach

Burnout, Breaks, and the Courage to Spend with David Bach

David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's i...

19 Nov 202542min

Sports Betting Is Not Investing

Sports Betting Is Not Investing

Can you really make money sports betting on low-risk, high-probability events?Topics covered include:The growing size and influence of the U.S. sports betting marketRecent sports betting scandalsHow s...

12 Nov 202520min

Hoarding, FOMO, and Zcash: A Private Bitcoin

Hoarding, FOMO, and Zcash: A Private Bitcoin

What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In...

29 Okt 202521min

Don’t Take Financial Advice from AI

Don’t Take Financial Advice from AI

How AI gets simple finance wrong, and how to make it work for you, not mislead youTopics covered include:How AI ignores the time value of moneyA detailed example of ChatGPT misleading by making a simp...

22 Okt 202526min

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind go...

15 Okt 202518min

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable in...

8 Okt 202526min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
pengesnakk
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
utbytte
lederpodden
rss-sunn-okonomi
liberal-halvtime
rss-markedspuls-2
rss-pa-konto
hr-podden-2