Investment Articles & Insights

Berkshire Hathaway’s cash pile reached a new all-time high of $US189 billion by the end of Q1 and is expected to continue rising from here. It’s unusual to see a global leader sitting on cash worth 22% of its market cap, and it’s particularly noteworthy when one of the greatest investors in history is at the helm. For an investor of Warren Buffet’s genius, one thing is for sure: sitting on a such a massive cash pile is a conscious and informed move which the rest of us can learn lessons from.

With the significant gains witnessed in AI stocks such as Nvidia, Microsoft, Meta, and Super Micro Computers over the past year, many investors are now pondering whether it's too late to jump onto the AI bandwagon—and rightly so.

Being aware of major investment themes at play often makes the difference between investing with a tailwind behind you versus a headwind in front of you. Needless to say, investing with the benefit of structural tailwinds is a much easier pathway to investment success.

Remember when the 60/40 portfolio was regarded as a rock solid approach to portfolio construction? How times have changed.