That's not what my charts show, 5 year BRKa ahead of SP500, 10 year well ahead, 20 year way ahead.
What are you looking at?
Printable View
Yet Berkshire stock is behind the S&P 500 over the past 20 years with a 10.1% annualized return against 10.3% for the index. Over the past five years, Berkshire stock has risen 8.3% annually, behind the 10.5% yearly return on the S&P 500, and it also is behind the index in the past 10 years with a 12.3% annual return, versus 12.7% for the index
https://www.barrons.com/articles/ber...tt-51675450214
with such a big cash pile how can he out - perform ? i say
Looking at BRKa vs SP500
https://invst.ly/10ywjf - 5 year, beats.
https://invst.ly/10ywjv - 10 year, bigger beats
https://invst.ly/10ywkd - 20 year, smashed it
Comparing apples and oranges?
Probably Barron's is comparing BRK against SP500 Total Returns (compounding [reinvested] dividends)
And
Investing.com is comparing BRK against the SP500 capital index.
So neither is wrong, both are wrong, nobody is wrong & everybody is wrong...
...except me. :t_up:
https://www.bloomberg.com/news/newsl...-case-scenario
Surveillance: HSBC Sees Worst Case as Stagflation, Not Recession
Price pressures threaten to kick off a new upward cycle just when economy may be cooling
Snow leopard is correct, Berkshire needs to be compared to Sp500 total return.
However.
The SP500 has outperformed over a couple of very specific time periods purely by being far more expensive. Berkshire earnings per share have always outperformed the index by large amount.
Cash pile is pretty small at 14% of assets.
Going forward Berkshire will absolutely demolish the index over the next decade.
Anyone who thinks otherwise, Bloomstran has open bet at a million USD. I'd also be interested in a wager with anyone keen.
Math doesn't lie.
https://www.claytoncountyregister.co...perform/67743/
Analysts at JPMorgan have identified five global consumer staple stocks that they believe are in a prime position to outperform in the aftermath of the Federal Reserve’s recent rate hike. The Fed’s decision marks its 11th interest rate hike since the tightening process began in March 2022, bringing borrowing costs to their highest level since 2001.
JPMorgan is particularly bullish on consumer staples, highlighting that it has been one of the best-performing sectors following the last Fed hike. The bank believes that lower bond yields and better relative earnings per share momentum will further support this sector.
But also an individual investor will get different returns as you can't reinvest index dividends fee and tax free.
Remember Berkshire pays tax on all their dividends they receive from equity portfolio. But index return you see online doesn't factor this in.
All that matters is our real world returns.