Tax Advantage Portfolio

[james22]

Quote:

Originally Posted by Running_Man We shall see I will add BRKA to compare against over the next 10 years I would expect I would double results Berkshire sees. That is my humble opinion

Good luck.

My taxable account ~70/30 BRK/MKL.

[Running_Man]

Update: After 3 years the 5 stocks listed above have returned 30.3% ANNUAL Return on average. All 5 advanced the worst advance was WAT with a 43.92% increase over 3 years. ANSS is up 177 percent IT 80 percent CPRT up 250 percent and ORLY 57 Percent. BRKA is up 50% over that time (14.5% annually) VTI is about the same about 15 %. Here is chart to compare performance. Based on the $125,000 invested the portfolio is up $151,508 while Berkshire is up $62,555 on the same amount.
httphttps://stockcharts.com/freechar...T,cprt,ORLY://

[Sunset]

^^^^
URL is: https://stockcharts.com/freecharts/p...S,IT,cprt,ORLY