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Investment Strategies / Mechanical Investing
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Author: Labadal   😊 😞
Number: of 5823 
Subject: Re: BRK's equity portfolio return
Date: 02/28/26 5:05 PM
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return = (ending value - starting value)/starting value, plus dividend yield

That's good as a starting point, but you'd probably want to work in the net equity sales (sales and purchases) and their timing during 2025. After that, Berkshire’s equity portfolio return would likely look a bit better, I'd suspect.
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