Q1 2026 Portfolio Update
Prior TSOH Quarterly Updates:
Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25, Q2 ‘25, Q3 ‘25, Q4 ‘25
Q1 2026 Portfolio Changes:
Top TSOH Posts, Q1 2026:
Berkshire Hathaway: Transition
As in 2025, Mr. Market started 2026 on a cautious note: the index declined by nearly 5% in the quarter, with the entirety of those losses coming in March.
Today, as was the case a year ago, there’s much concern about macro and geopolitical risks. We’ll see in the coming months whether the S&P 500 keeps sliding lower, or if the market stages another impressive recovery (after falling by ~5% in Q1 2025, the S&P 500 ended up with an ~18% gain for the year).