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Jim Van Meerten
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Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended... More
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Marketocracy Capital Management
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Barchart Portfolio Blogs
  • Warren Buffett Challenge Report 2/1 0 comments
    Feb 1, 2013 7:29 PM | about stocks: BRK.A

    Well the first month is over and here is the report on how my 3 portfolios did against Warren Buffett's Berkshire Hathaway (NYSE:BRK.A) and the S & P 500:

    Berkshire Hathaway (BRK.A)

    • 9.72% - YTD
    • 24.86% - Last 12 months


    S & P 500

     

    • 5.18% - YTD
    • 15.72% - Last 12 months


    Barchart Van Meerten New High (VMNHI)

     

    • 8.94% - YTD
    • 21.44% - Last 12 months


    Barchart Van Meerten Speculative (VMSPC)

     

    • 8.45% - YTD
    • 33.60% - Last 12 months


    Barchart Van Meerten Small Cap (VMVLS)

     

    • 15.17% - YTD
    • 33.60% - Last 12 months


    Summary: For the last 12 months I beat Warren Buffet 2 out of 3 portfolios and for the YTD only one of my 3 portfolios beat him. As for the S & P 500 I beat that 3 out of 3 for both periods.

    Stocks: BRK.A
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