Three Pillars of Long-Term Investing

Develop these core traits to build a successful long-term investment strategy

Cash Flow Management
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Warren Buffett maintains a significant cash reserve (over $300B in 2025) to weather market crashes and buy quality companies at discounted prices.

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Futuristic Vision
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Early Amazon investors who held through the dot-com crash saw their investment grow over 100,000% by focusing on the company's long-term e-commerce vision.

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Patience & Discipline
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No Fees for Performance
No Upfront Fees
No Nonsense
No Debt or Derivatives
No Shorting
No Market Timing
No Index Hugging
No Trading
No Hedging

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BRK Cash Position vs S&P 500 Closing Price

Average BRK Cash to Assets Ratio: 0.00%

Recommended Cash Position: $0.00

YearBRK CashS&P 500
20015.45B $1148.08
200239.05B $879.82
200367.84B $1111.92
200412.74B $1211.92
200535.95B $1248.29
200674.73B $1418.30
200744.66B $1468.36
200843.74B $903.25
200944.32B $1115.10
201025.53B $1257.64
201166.28B $1257.60
201238.22B $1426.19
201368.52B $1848.36
201483.70B $2058.90
201576.97B $2043.94
201690.66B $2238.83
201797.71B $2673.61
201886.37B $2506.85
2019115.95B $3230.78
2020111.86B $3756.07
2021127.99B $4766.18
2022138.29B $3839.50
2023146.71B $4769.83
2024128.58B $5881.63
2025167.64B $5778.15

Holding Progress Tracker

Track your journey to becoming a patient, long-term investor. The longer you hold quality companies, the more compound growth works in your favor.

INTU

Intuit Inc.

11.5% Complete
Progress to Goal1y 1mo / 10y

Days Held

420

Total Return

+18.5%

Value

$25,420

Purchased: 1/15/2023

NVO

Novo Nordisk A/S

24.4% Complete
Progress to Goal2y 5mo / 10y

Days Held

890

Total Return

+32.1%

Value

$42,150

Purchased: 3/10/2022

COST

Costco Wholesale Corporation

22.7% Complete
Progress to Goal3y 5mo / 15y

Days Held

1245

Total Return

+14.7%

Value

$18,900

Purchased: 6/22/2021

3

Holdings

852

Avg Days Held

+21.8%

Avg Return

$86,470

Total Value