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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: longtimebrk ⎊  😊 😞
Number: of 15053 
Subject: Outperformance
Date: 09/18/2023 4:21 PM
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No. of Recommendations: 2
https://www.cnbc.com/quotes/BRK.B?qsearchterm=brk

Whoah

71% to 52% over the S&P last 5 years

not chump change by any measure.

Lord...
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/18/2023 5:16 PM
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71% to 52% over the S&P last 5 years

Be careful with CNBC, Yahoo, etc. They miss dividends unless you use the right ticker.

Try this:
https://stockcharts.com/freecharts/perf.php?SPY,BR...

BRK +71%
SPY +66% (dividends reinvested)
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Author: rayvt ✧🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/18/2023 6:01 PM
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No. of Recommendations: 1
71% to 52% over the S&P last 5 years

Bogus. That chart is for price only and ignores the dividends that S&P500 pays.

Always check these comparisons on PORTFOLIO VISUALIZER.
https://www.portfoliovisualizer.com/backtest-portf...

BRK was better, but not greatly so. And most of the time it was behind S&P500.
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Author: longtimebrk ⎊  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/18/2023 7:44 PM
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No. of Recommendations: 1
good catch
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/20/2023 9:04 AM
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Here's a fun one, since the pre-Covid peak:
BRK +61%
SPY +39% (dividends reinvested)

https://stockcharts.com/freecharts/perf.php?SPY,BR...


Since the Covid low:
BRK +129%
SPY +109% (dividends reinvested)

https://stockcharts.com/freecharts/perf.php?SPY,BR...
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Author: Texirish ✺🐝🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/20/2023 10:45 AM
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I'm not sure the performance charts are with dividends reinvested. From their instructions:

' .... 'performance' is defined as 'percent change of the closing price over time.'

That would change the absolute returns if dividends are not included for the S&P 500.

Help anyone?
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/20/2023 11:19 AM
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No. of Recommendations: 1
I'm not sure the performance charts are with dividends reinvested. From their instructions:

' .... 'performance' is defined as 'percent change of the closing price over time.'

That would change the absolute returns if dividends are not included for the S&P 500.

Help anyone?

https://support.stockcharts.com/doku.php?id=other-...

Q: Does the Percent Change value displayed reflect the 'Total Return' for each stock?
A: In general, yes, as long as you are not using 'unadjusted' ticker symbols (i.e. ones that start with an underscore).
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Author: Texirish ✺🐝🐝  😊 😞
Number: of 15053 
Subject: Re: Outperformance
Date: 09/20/2023 11:25 AM
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Thanks much AdrianC. That makes the charts much more useful. Appreciate the help.
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