For those of you following my Warren Buffett Challenge here's a progress report. The Challenge is to test my premise that with the right tools, a little knowledge and some common sense any individual investor can not only beat the market but also most of the professional mutual fund managers as well. Each month I will compare 3 of my model portfolios against the S & P 500 Index and the results of Warren Buffett's Berkshire Hathaway Class A (BRK.A). Here's this months comparisons:
Warren Buffett's Berkshire Hathaway (BRK.A)
YTD - 13.83%
1 year - 29.39%
S & P 500
YTD - 6.61%
1 year - 13.46%
Barchart Van Meerten New High (VMNHI)
YTD - 8.03%
1 year - 16.95%
Barchart Van Meerten Speculative (VMSPC)
YTD - 5.33%
1 year - 24.81%
Barchart Van Meerten ValueLine Small Cap (VMVLS)
YTD - 28.33%
1 year 45.42%
1 year results
1st place VMVLS with 45.42%
2nd place BRK.A with 29.39%
3rd place VMSPC with 24.81%
4th place VMNHI with 16.95%
5th place S & P 500 with 13.46%
All 3 of my model portfolios beat the S & P 500 and 1 of my portfolios beat Warren Buffett
The portfolios can be viewed on my daily Barchart Stock Picks column and Marketocracy also keeps the scores on me with Morningstar keeping score on Warren Buffett.
Marketocracy Capital Management also offers to the public Separately Managed Accounts that track the Barchart Van Meerten New High portfolio
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