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Strategies & Market Trends : Buy Berkshire instead of Vanguard S&P (BRKA) -- Ignore unavailable to you. Want to Upgrade?


To: appro who wrote (286)5/14/2008 1:56:34 PM
From: Patsy Collins  Read Replies (1) | Respond to of 313
 
Thank you.
You are very kind.
I added back when near 108K, so about a 14.5% return plus a chance to meet the man at the annual meeting.
I have about 8% of my portfolio in BRK, both classes now.



To: appro who wrote (286)5/14/2008 7:05:22 PM
From: Moominoid  Read Replies (2) | Respond to of 313
 
As Kass says, Buffett doesn't do as he says. But that isn't neccessarily style drift. BRK has been in a big corrective formation since December, but it had a great rally from July through December, so that isn't surprising. It spent the first half of 2007 going nowhere and underperforming the market too:

stockcharts.com

It strongly outperformed the market in the second half of 2007. Sounds like a good diversifying investment. Yahoo estimates beta at 0.22.