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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rayvt 🐝  😊 😞
Number: of 21109 
Subject: Re: Morning Musings
Date: 06/11/26 6:42 PM
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No. of Recommendations: 12
(by KISS I mean really dumb stuff. The tried-and-not-true things that don't work to pick individual stocks often work just fine to pick *sets* of stocks. An equally weighted portfolio of the 50% of cheapest (lowest P/E) stocks the Value Line database beat the S&P by 1.5%/year in the last 25 years, and the most expensive (highest P/E) ones lagged the S&P by -2.8%/year. So...just buy a whole lot of the entire better half?? Or everything but the worst 10%??)


Another simple idea we've been beating to death over on the MI board:

Buy the 10 stocks of the S&P 500 that have gained the most in the last year, in equal weight, recast once a year.

Don't even need to buy the top 250 of stocks in the S&P500, just the top 10. I doubt trading 250 stocks is doable by most people.

Beats the S&P 500 by 4%/year for the last 41 years. 1985-02-01 - 2025-12-01
Growth of $10,000 to $3,265,000 vs. $766,500 for VFINX.

Last 25 years, beat S&P 500 by 1.8%/year. 2000-12-01 - 2025-12-01
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