A backdoor play on investing in housing and banking, according to Josh Brown, Berkshire Hathaway...

|About: Berkshire Hathaway inc. (BRK.B)|By:, SA News Editor

A backdoor play on investing in housing and banking, according to Josh Brown, Berkshire Hathaway (BRK.B) is handily beating the S&P YTD, and with far lower volatility. More than one-fifth of Buffett's portfolio is invested in Wells Fargo (WFC), which pretty much owns the mortgage market, and don't forget a long list of Berkshire subsidiaries tied to homebuilding or remodeling.