No. of Recommendations: 10
337pct cumulative returns since inception vs 508pct for the S&PPORTFOLIO VISUALIZER says STEW up 467% and SPY up 631%.
Long time ago I owned BIF (which was renamed to STEW) because it seemed like a good was to have a large BRK holding at a large (~20%) discount. Later on I realized that a large discount doesn't matter if it always stays at a large discount.
So, it's arguably worse than that. Because PV also says that BRK.B in the same period was up 769%. Along with the best Sharpe & Sortino Ratios.
portfoliovisualizer.com - Backtest portfolioOne of the comments on that SA article said "I used to own STEW years ago but switched to SCHD. I think SCHD will provide higher total returns over time. The yields are about the same."
Since inception of SCHD this was true. STEW up 365% and SCHD up 418%. BRK.B up 463%.
To paraphrase Tuco, "If you want to own BRK, buy BRK."
