Subject: Re: Just reviewed my YTD performance
BRK is around 1/3 of my portfolio. I always benchmark my return to Berkshire's as well as S&P 500. It had been a decent year for me so far. YTD Portfolio return beats Berkshire's but not by a big amount.
My 5-year annualized return beat S&P by about 10%+. Beat BRK handily in 5-year and 10-year duration. Had paid close to zero tax on stock capital gain. BRK is now on my sell list switching out to other better prospects.