To prove the point , this year I decided to take 3 of my model portfolios and compare their progress through the year to both The S & P 500 Stock Index and Warren Buffett's Berkshire Hathaway (BRK.A).
Here is the first report
S & P 500 Index:
- YTD return 5.48%
- 12 month return 16.59%
- YTD return 9.78%
- 12 month return 22.60%
- YTD return 9.19%
- 12 month return 22.28%
- YTD return 6.91%
- 12 month return 30.76%
- YTD return 13.56%
- 12 month return 30.42%
Conclusion: Warren and I both beat the market not only YTD but for the last year also. In the YTD race I beat Warren in 2 of the 3 model portfolios and in the 12 month race I also beat him in 2 out of 3 portfolios.
You can follow the actual portfolios on my daily column on Barchart Stocks Picks and Marketocracy
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