Creator Profile
Rob Berger
YouTube | stock
301K followers
Visit creator profilePerformance since July 19, 2026
- Creator strategy
- +23.39%
- S&P 500
- +3.90%
- Edge
- +19.49%
- Success rate
- Locked
Industry allocation
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Recent Stock Calls
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Recent Posts
Latest published research
September 20, 2026
How I Pick Stocks
Rob Berger discusses his stock picking methodology, highlighting Apple and Berkshire Hathaway as his most important holdings. He details his purchase of Apple in 2013 when it dropped significantly, trading at a PE of 10, which he considered a steal.
September 16, 2026
More Stocks at 70?
The creator discusses retirement withdrawal rates and portfolio allocation, suggesting that a 2-3% withdrawal rate is sustainable for 30 years or more with a 50/50 stock/bond portfolio based on historical data. He notes that while one might become more conservative with age, the life expectancy at older ages might warrant less conservatism, and comfort with a higher stock allocation can grow over time.
July 24, 2026
Are Index Funds Too Risky Now That They're Packed With AI Stocks? (FQF)
The creator discusses concerns about the concentration of AI stocks within the S&P 500 index. While acknowledging the concentration and potential for a significant correction due to AI-related investments and valuations, the creator suggests that for young investors, continuing to invest in index funds remains a viable strategy due to the automatic rebalancing and the historical ability of indices to adapt to changing market leaders.