Managed to beat the S&P 500 yet again, much of that thanks to my BRK position.
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| tecmo | -17.9% | 10.3% | 12.3% |
| S&P 500 | -18.1% | 7.6% | 9.4% |
I am fully invested right now and have some plans to move some capital around (including selling some BRK!!!).
tecmo
…
Here are my holdings
| Position | PCT | |
|---|---|---|
| US Index | 28% | |
| BRK | 20% | |
| Global Index | 17% | |
| MSFT | 13% | |
| GOOG | 7% | |
| AAPL | 5% | |
| OTHER | 5% | |
| BAM | 1% | |
| DIS | 1% | |
| AMZN | 1% | |
| TD Bank | 1% | |
| ATVI | 1% | |
| 100% |
Grats on your 0.2% victory this year!
My 401k beat the market by 10%! I thought it was odd since I have 100% in a SP500 fund until I realized it was counting money I contributed this year, oh Fidelity, nice try.
Nicely done. I managed to slip out a gain of 3.1% overall. This will go down as my best year ever. Just doesn’t feel like it.
My 3 year average is only around 8%. (9% for 5 year)
My top 6 in order are:
BRKB (60%)
MSFT
PCG
GOOGL
OXY
BAC
-4 % for 2022 here. Pretty well pleased overall. In order:
BRK (70%)
VTI
AAPL
GOOGL
MKL
BAC
Thank you Kiewit Plaza! I imagine 2023 will be better than many expect as a contrarian, but who knows?!
Cheers & Good luck to all!
1Y 3Y 5Y
|JetJockey| |3.3%|10.9%|10.7%|
|S&P 500| |-18.1% | 7.6% |9.4%|
80% (All Berkshire, no other stock, no leverage, no options, B&H)
20% (Fixed income/cash) - Taxable yield, about 4.46%, roughly matching BRK 2022 return after taxes. Cash drag? It’s kind of a wash.
So, a difference of 21.4% or so vs the Index?
“Live life…sleep well.” 
I will point out that my US Index holdings are a mix of
| Index | Holding | 2022 |
|---|---|---|
| SPY | 65% | -18% |
| RSP | 20% | -13% |
| QQQE | 15% | -33% |
So the RSP did much better, but I got hit just as hard with QQQE - and it pretty much balanced out.
tecmo
…
85% BRK : flat
15% BABA: -3% (of the 15%) as of today
Others (8% using margin): +2% (of the 8%)