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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rayvt ✧☼🐝🐝  😊 😞
Number: of 22354 
Subject: Re: About that Berkshire
Date: 05/22/24 6:39 PM
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No. of Recommendations: 10
PortfolioVisualizer.com just changed. The layout is terrible, and they limited the backtest period to 10 years for the free tier. 10 years is useless. To get more you have to subscribe for $360/yr.
The key advantage is that it allows you to include reinvested dividends, so you can get total returns. Most charting sites are price-only, so you cannot get total return.

Other similar sites:
testfol.io: Portfolio Backtester for ETFs and Asset Allocation
valueinvesting.io - Backtest portfolio

testfol.io: Portfolio Backtester for ETFs and Asset Allocation looks good for simple portfolio backtests. No date period restrictions.
Can choose to reinvest dividends (the default). Start & end dates are M/D/Y, not just M/Y.
Free. Can have many portfolios, not just 3.

No identification of the author.
Backtest results & stastics are presented as text and charts.

Same backtest as the stockcharts link:
testfol.io: Portfolio Backtester for ETFs and Asset Allocation

Results: (2004-05-07 - 2024-05-15)
Statistics
end cagr maxdd sortino ulcer UPI
brk $67,821.23 10.03% 10.03% -53.86% 21.20% 0.38 0.57 14.34 0.56
spy $70,609.67 10.25% 10.25% -55.19% 18.97% 0.44 0.61 12.77 0.65

valueinvesting.io - Backtest portfolio
Looks similar. Start & end dates are M/Y, like PortfolioVisualizer
Register a free account for unlimited access.
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Members reply directly to rayvt here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (41) |


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