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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15058 
Subject: Re: Investment Advice to a Trustee
Date: 04/23/2025 1:40 PM
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<<RSP really hasn't done well, so far at least.>>

How to you figure?
It's true that the Gigacaps have just had a huge run up in the last quarter.

But, if I'm not mistaken, RSP's performance since inception 22 years ago has beaten the S&P for every single end date up till the end of 2025, and in most rolling five year stretches too, and in data going back a century.

Here's a link to the site I posted previously, with Berkshire added:

22 years SPY RSP BRK-B:
https://testfol.io/analysis?s=fY0z9HYkNcl

If I'm reading it correctly (probably not), 5-year rolling CAGR metrics show RSP matching then lagging SPY over the last 10 years. Which is to be expected since SPY has had a great run for 15 years, and has been hard to beat, though Berkshire has beaten it with the recent run up!

15 years SPY RSP BRK-B:
https://testfol.io/analysis?s=b1J5LdZdFfT

My money is NOT buying SPY, RSP, VT or any cap-weighted index anytime soon, I hope.

In 5-10-20-30 years? Well, that's problem I'm thinking about.
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