Buffett Could Not Beat SP500

56d0b64c2e52651a008b9fa3-960-720.png



In the 1970s and 80s his performance was very good when the s&p was rather flat. After that his performance wasn't that great.
 
These recent positions of AAPL & AMZN, in my opinion too late.
AAPL in particular is a very large position, 16% of portfolio if recalled correctly.
 
newwurldmn said:
A deep value guy whose keeping up with a tech led rally is impressive
More...

From march 2009 when I posted my calculations, he could do barly better then the S&P and even had a year he was beaten by the S&P. A big difference with the past decades. We will see if he will be able to make the difference again like in his good years.
 
themickey said:
Comparison of BRK.B VS SP500 (green line), 20 years.
View attachment 202246
More...

This chart is wrong. BRK.B does not have dividends and SP500 has dividends. You need to compare apples and apples, that means you need to include dividend reinvestment. Most of the chart packages can not handle this. Morningstar has growth chart takes into account dividend reinvestment.

Same chart in M*. BRK.B did not beat SP500 by 300% as you posted so far. It is about 50%, still impressive

Snap7.png
 
0008 said:
56d0b64c2e52651a008b9fa3-960-720.png



In the 1970s and 80s his performance was very good when the s&p was rather flat. After that his performance wasn't that great.
More...


if you back test any sort of value-driven model, like what protfolio123.com has, you will see massive outperformance with models optimized on a few fundamental metrics.

so this was the genius of Buffett... long before anyone else was aware, he knew there was an edge in picking the most 'undervalued' companies and he did the best, hence the massive success.

nowadays all that stuff can be done by a 3rd grader with a portfolio123.com subscription... the edge is no longer there.

no surprise he's just market performing for the past bunch of years..
 
dozu888 said:
if you back test any sort of value-driven model, like what protfolio123.com has, you will see massive outperformance with models optimized on a few fundamental metrics.

so this was the genius of Buffett... long before anyone else was aware, he knew there was an edge in picking the most 'undervalued' companies and he did the best, hence the massive success.

nowadays all that stuff can be done by a 3rd grader with a portfolio123.com subscription... the edge is no longer there.

no surprise he's just market performing for the past bunch of years..
More...

So you mean he has learned how to use valuation to pick cheap stocks before everyone does it. This makes him the top 10 rich people in the world.
 
0008 said:
So you mean he has learned how to use valuation to pick cheap stocks before everyone does it. This makes him the top 10 rich people in the world.
More...

can't say he was the only one in the world lol... but you can't argue with success... he did it with great success.
 
schweiz said:
From march 2009 when I posted my calculations, he could do barly better then the S&P and even had a year he was beaten by the S&P. A big difference with the past decades. We will see if he will be able to make the difference again like in his good years.
More...
%%
Strangely, he warned them for years, how hard it is to beat S&P 500[SPY]. Most did not believe him.LOL:cool::cool: But much better for many years, than SPY
 
You must log in or register to reply here.
Back
Top