Sunday, May 5, 2013

Warren Buffett Challenge - Progress report

You might remember that at the beginning of the year I wanted to test the premise that with the right tools, a little knowledge and common sense plus a disciplined approach to portfolio management any individual investor could not only beat the market but even the world most famous investor Warren Buffett and his Berkshire Hathaway fund (BRK.A).   Well here are the year to date results against 3 of my model portfolios.  I used Marketocracy to keep score on my 3 funds and the S & P 500 and Morning Star to keep score on Warren Buffett.

Warren Buffett - Bershire Hathaway (BRK.A)

Year to date - 21.52%
1 year return - 33.75%

S&P 500

Year to date - 13.95%
1 year return - 18.66%

Barchart Van Meerten New High (VMNHI)

Year to date - 12.66%
1 year return - 18.70%

Barchart Van Meerten Speculative (VMSPC)

Year to Date - 18.54%
1 year return - 35.84%

Van Meerten Small Cap (VMVLS)

Year to Date - 23.25%
1 year return - 35.84%

1 year score:

Tie:  VMVLS & VMSPC - 35.84%
3rd place BRK.A - 33.75%
4th place VMNHI - 18.70%
5th place S&P 500 - 18.66%

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