Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (70) |
Author: rayvt ⎊🐝  😊 😞
Number: of 12790 
Subject: Re: OT: S&P versus T-Bills?
Date: 07/10/2024 10:51 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
To me it's plain as the nose on your face that it makes no sense to buy a fund which is hugely overweight a few stocks unless you think you personally have a very good reason to be overweight those specific stocks at their current valuations.

I guess the current reason would be because that handful of stocks has been in a very strong trend. Remember: "The trend is your friend."

And, actually, why not just buy those top ~10 stocks instead of the fund, since they dominate just about _all_ of the major funds.



I guess 2001 is a long time ago--it's a dwindling population of current investors who remember their investments' behaviour the last time the market was this concentrated in a few "can't lose at any price" names : )

Perhaps it is just wishful thinking, but.....

The Growth Trend Timing that I use now (and didn't know about back then) had you sell on 1/7/2001 at S&P500 1318.55, and had you out (except for a couple of short whipsaws) until 4/21/2003 at S&P500 898.81. (Adj close from Yahoo)


The 43 week SMA instead of GTT would take you out sooner, on 10/8/2000 at 1374.17

Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (70) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds