Crash Imminent? Buffett buys OIL pipelines (& restructures portfolio)

Since March 2020, Warren Buffett has practically sold off many of Berkshire's biggest holdings, such as Goldman Sachs, Travelers Companies, Amazon, JP Morgan Chase, General Motors, Delta & American & Southwest Airlines, Sirius, and others. He was not buying however until very recently, and despite Berkshire's considerable Apple investments it has avoided Tesla and others in the S&P 500, as Buffett sees the market as overpriced.

His recent purchase of Dominion Energy's $10bn of natural gas assets was the first addition to Berkshire's portfolio since 2020's March stock market crash. This leaves many of his devoted followers scratching their heads and wondering why he waited, and why he didn't buy at the low in March or hold on throughout the upswing. Other market participants who didn't sit on the sidelines have netted themselves tasty gains by adopting the contrary approach.

However, it is easy to be wise in retrospect. Seldom can any human predict a stock market crash with accuracy to the day before it happens, nor is it easy to connect dots concerning price changes looking ahead. This may explain why Warren has not purchased more shares in more companies - he may be anticipating another stock market collapse or correction in 2020 or after, and be positioning himself to minimise Berkshire's losses by purchasing hard assets which provide ongoing revenue generation.

The purchase of hard assets such as oil and gas infrastructure could be a key safety play which generates returns in a manner agnostic to the actual trading prices of the commodities themselves. In this video we look at other tactics adopted by Buffett and find ourselves asking, is there anything we can use here in our own lives? Are these methods of portfolio management appropriate for the average Joe or the newbie investor?

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Видео Crash Imminent? Buffett buys OIL pipelines (& restructures portfolio) канала Adam Feather