Post #210 by mechinv on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks ❤

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No. of Recommendations: 5

I posted the following results to the Index Investing board at https://www.shrewdm.com/MB?pid=744636115

We can continue the discussion on that board, if this one is not deemed appropriate.

Here's how the various index ETFs, equal weight ETFs and Berkshire did this year.

        2023
ETF   Return    Description
----------------------------------------
QQQ    54.8%    Nasdaq 100
QQQE   33.7%    Nasdaq 100 Equal Weight
SPY    26.2%    S&P 500
BRK.B  15.5%    Berkshire Hathaway B shares
RSP    13.7%    S&P 500 Equal Weight

Let's also look back at how the above investment choices did over the past 5 and 10 years.

Performance: 2019 - 2023
      5-year
ETF   CAGR      $100,000 grew to
----------------------------------------
QQQ    22.4%    $274,340
QQQE   17.5%    $223,804
SPY    15.6%    $206,497
RSP    13.6%    $188,931 
BRK.B  11.8%    $174,679

Performance: 2014 - 2023
      10-year
ETF   CAGR      $100,000 grew to
----------------------------------------
QQQ    17.7%    $507,850
QQQE   13.4%    $350,411
SPY    11.9%    $308,623
BRK.B  11.6%    $300,827
RSP    10.1%    $262,391

The above results can all be verified at portfoliovisualizer.com

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