BRK.A vs S&P 500 Total Return vs SPY

My data comes from morningstar, Berkshire beats S&P in 1 year, 3 years, 5 years, 10 years and 15 years period. Total return already includes dividend! The chart nonconfusion show from finviz is not wrong, but it is in 8 or 9 year period, and in this period S&P 500 TR beats Berkshire.

Size absolutely matters, holding more than 5% of a company will add a lot of restrictions. Holding more than 10% of a company adds even more restrictions of buying and selling. When you are trying to invest hundreds of billions, the number of companies you can pick is very small. 

 

 

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• 抱抱buy dip 老大，新年快乐！ -passers- ♂ (0 bytes) () 01/08/2017 postreply 19:30:58