Post #3269 by musselmant on the Mechanical Investing board

Please be respectful of others' privacy, and avoid sharing personal information or sensitive content without their permission. If you are unsure if something is appropriate to share, ask for permission (use the 'Privately email' option when replying to their post) or avoid sharing it altogether.

- Manlobbi

Investment Strategies / Mechanical Investing

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Post New

Post Reply | Report Post | Recommend It!

No. of Recommendations: 5

"Here’s how the returns of Berkshire would have looked with and without Apple from 2016 to 2023 (removed 2024 since Berkshire started selling Apple at the beginning of last year)

With Apple — Berkshire: 174% | S&P 500: 168%

Without Apple — Berkshire: 142% | S&P 500: 168%2

Here’s another stat: Berkshire would have significantly lagged the market over the last 20 years without Apple (2004 to 2023)

With Apple — Berkshire: 542% | S&P 500: 537%

Without Apple — Berkshire: 442% | S&P 500: 537% "

"the last 100-odd years, only the top 1,000 stocks (~4% of the base of 26,000+ stocks) accounted for all the wealth creation. The most common one-decade buy-and-hold return was -100%"

https://www.marketsentiment.co/p/what-if-buffett-n...

Print the post

Post New

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Announcements

Mechanical Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.