Money Clinic with Claer Barrett

Investment Clinic: Should I keep betting on Warren Buffett?

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Apr 1, 2025
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ANECDOTE

Margo's Portfolio

  • Margo, 58, built a seven-figure portfolio by investing in Berkshire Hathaway and similar holdings.
  • She's now concerned about diversification and the future of her US-heavy portfolio.
INSIGHT

Impressive Returns

  • Margo has done well by investing in US equities over the past 20 years.
  • Her portfolio is substantial, creating opportunities to address diversification.
ADVICE

Balancing Act

  • Assess your portfolio's equity-bond mix by considering inflation and your time horizon.
  • Equities can outperform bonds during inflationary periods, especially long-term.
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