Subject: Just reviewed my YTD performance
It’s crazy.
I have 70% of my account in Brk.
Brk is up 35% 1 year. 70% 2 year.
I traded maybe 50 stocks this year. Even if I took out the biggest loser, my account still didnt beat Brk. I had a handful stocks that beat brk but all were too speculative to commit big size to them.
I would have been much richer this year if I had just keep everything in brk.