Triple Threat on the road to Middle-aged Manhood!

A couple weeks ago, I executed a trade for my son’s inaugural share of BRK-B! Berkshire Hathaway, for the first time since the second quarter of 2024, bought back shares on March 4th, 2026 in the range of $479.88 – $489.18 per share. Thus, I set the limit order in that range and scooped up my son’s initial share (and a few for me and my wife)!

Since March, Berkshire has been buying back billions of dollars of its stock; that’s a good sign! Also, Greg Abel, the new CEO, has committed his entire salary to buying Berkshire stock; that’s another good sign! Earnings come out in August; I don’t expect anything spectacular. In fact, I think Berkshire’s insurance segment, which is a massive segment, will struggle a bit. However, Berkshire is a rock-solid, long-term holding for my son’s portfolio. Being a teenager, he has time on his side, and over time, Berkshire WINS!

What’s the triple threat, though? Well, my son’s first Berkshire share is in his Roth IRA, which he opened on his 18th birthday. That’s one tip of the Trident. The second tip is his employer’s defined contribution plan, also structured as a Roth. My son contributes up to his employer’s generous match into a Target Date Fund. The third tip is my son’s defined benefit plan–yes, he is one of the few who has one! Since my son is starting with the triple threat early in his life, if he sticks with the program for the next twenty years, he’ll be in great shape before he even departs his thirties! My recommendation: STICK WITH THE PROGRAM!