No. of Recommendations: 27
Here is an update on the performance of the stocks that the Berkshire discussion group picked on the Motley fool board on 8/8/22. Each of the 25 positions began with $4,000.00, for a total of $100,000. Dividends are reinvested. The total return (not annualized) of the group over 1.75 years is 47.00%, as compared to 49.58% for the S&P 500 total return index and 59.86% for BRK-B. Brookfield Asset Management is now Brookfield Asset management plus Brookfield Corp.
stock, current value
Meta Platforms, $13,716
Progressive, $8,926
Constellation Software, $7,884
Blackstone, $7,609
Salesforce, $7,437
Costco, $7,146
Berkshire Class B, $6,391
Blackrock, $6,311
Microsoft, $6,228
Amazon, $6,145
Alphabet, $6,142
Broadridge, $5,694
Markel, $5,591
Apple, $5,548
Ally Financial, $4,814
ASML, $4,768
Brookfield Corp, $4,728
UnitedHealth Group, $4,684
Intel, $2,944
Brookfield Asset Management, $1,216
Clearfield, $1,130
Total, $147,162
No. of Recommendations: 1
Oops. I left out a few. The total is still $147,162.
McKesson, $7,309
Qualcomm, $4,591
Alibaba, $4,195
Carmax, $3,114
United Parcel Service, $2,949
No. of Recommendations: 4
It's been 2 years and 3 months since the picks were made, not 1.75 years. Boy, I'm out of it. The picks were made for 10 years.
No. of Recommendations: 7
While wit's still early into the 10 year investment period, and anything can happen, a tip of the hat seems due to DTBoojum, who picked both of the top two performers, Meta Platforms and Progressive, as well as Berkshire Hathaway and Apple.
No. of Recommendations: 4
DTBoojum, who picked both of the top two performers, Meta Platforms and Progressive, as well as Berkshire Hathaway and Apple.Actually, I was wary of Apple, which I held indirectly through Berkshire, thinking it was not a very safe pick for a long-term hold, so I can't take any credit for how well it's done in the last 2 1/4 years. Although actually it has underperformed Berkshire and the S&P 500.
rr12345: The world’s best stock picker seems to be going with Occidental, Apple and Berkshire Hathaway. I think I would choose Google, Microsoft and Taiwan Semiconductor. The smart money would bet on Buffett.
me: Since I aspire to be smart money, I am also going to bet on Berkshire. But if Berkshire didn’t exist, or if I had to choose between Occidental, Apple, GEICO and BNSF vs Google, Microsoft and TSM, I would go for your picks. To which I would add Meta and Progressive, since Progressive is eating GEICO’s lunch, and from the current price, Meta may have pretty good returns, in addition to being predictably great.I am very glad that Buffett has pruned this one way back. https://discussion.fool.com/t/ot-highest-return/73...I can't believe I didn't suggest by far my biggest holding, Fairfax, which has more than doubled, $516 on August 8th 2022 and now $1359. But maybe it has to be US-listed stocks. Anyways, thanks for following this motley collection of favourites of the former Fool board (does anyone go there any more?)
DTB
