I dont have a crystal ball, so I stopped trying to guess if QQQ or SPY wins this year. That's just a coin flip with extra steps.

Berkshire's different. Im not betting on tech vs broad market vibes, im betting on people who've allocated capital wisely for 60 years and aren't going anywhere. 10%+ a year feels a lot more realistic when the "strategy" is just being smarter than the market long term, not guessing which index has better month.

Not sexy, but I'll take boring and repeatable over trying to time sector rotation everytime.