Ran my quarter end numbers and with BRK on a tear my performance vs. S&P-500 really starting to pull ahead.
3M 1Y 3Y 5Y
tecmo -0.7% +21.4% +24.4% +20.9%
S&P -4.6% +15.6% +18.9% +16.0%
The last 5 years have been very good.
PS: My returns since 2014 (when I started tracking more closely, +15.9%)
tecmo
…
“It ain’t bragging if you can back it up”
Here is from your fellow shameless member
YTD, 3M, 1Y, 2Y, 3Y beat SP500 and YTD positive returns; While carrying close to 20%+ cash and having only < 3% on Berky. 
Aggressive trading account
Jan - (1.53%)
Feb - (1.10%)
Mar - 9.67%
Apr - 1.48%
YTD ( Cumulative ) - 8.38%
Here is what I am holding right now. Cash has been in the 5% to 20% range over the past 5 years.
US Index (SPY, RSP, QQQE) 21%
Berkshire Hathaway 20%
Microsoft 13%
Global Index ETFs 10%
Cash 8%
Company Stock 6%
CA Index (XIU, XDV) 6%
Apple 5%
Google 4%
Brookfield 2%
Amazon 1%
Costco 1%
Disney 1%
Dollar General 1%
AliBaba 1%
Most of my investments have been pretty stable I would estimate that 70% of the investments haven’t changed at all in the past 5 years. One other point, I am in the accumulation stage of my career (maybe 10-15 more years until retirement - maybe less?) but the returns account for new money added. With the portfolio growth new money is actually pretty trivial now (but I still plug away - at least for the time being).
tecmo
…
BABA 1.0%
BAC 4.0%
BRK.B 3.5%
BRX 3.2%
BRX Aug 19 '22 $30 Call -0.1%
C 3.1%
CRWD 10.1%
CVS 1.0%
DBRG.PR.H 2.7%
EWT 2.2%
F 3.0%
FB 2.4%
FXI 0.3%
GOOGL 3.5%
GILD 0.5%
INVH 2.9%
ITA 2.1%
IWM 4.7%
MA 3.2%
MSFT 1.9%
NS.PR.B 0.8%
OIH 5.3%
PEI.PR.D 0.2%
PYPL 2.1%
QRTEP 0.8%
T 0.4%
TGT 4.0%
V 2.6%
VZ 2.8%
WY 0.2%
XLE 1.8%
Cash 24%
BRK.B - 46%
Index Funds - 42%
BABA - 8% (calls)
FB - 2%
BFH - 2%
Still in my early 30s, so new savings still move the needle a bit.
From 2012-2021, I was essentially 50/50 BRK.B/Index Funds the entire time. The smaller positions are much more recent.
Costco 1%
I recently sold out of Costco at near its ATH. It’s hard to justify holding at its current price. I’m close to feeling the same about Apple and Microsoft too. I wish I had google. I’d hold that one forever at the right price.
PP