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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: palmersq   😊 😞
Number: of 12514 
Subject: Re: Just reviewed my YTD performance
Date: 12/01/2024 9:58 PM
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BRK is around 1/3 of my portfolio. I always benchmark my return to Berkshire's as well as S&P 500. It had been a decent year for me so far. YTD Portfolio return beats Berkshire's but not by a big amount.

My 5-year annualized return beat S&P by about 10%+. Beat BRK handily in 5-year and 10-year duration. Had paid close to zero tax on stock capital gain. BRK is now on my sell list switching out to other better prospects.
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