MARKETS,Anybody even yet?

[dinghy]

Happily, my Canadian stocks don't seem to have reacted much to the Carney victory. Of course he was widely expected to win, and I think the conservatives got enough votes to give them some negotiating leverage.

[olds442jetaway]

I didn’t consider the 1.28 percent SPY dividends, but that’s a small amount compared to the difference in performance. Yes, Buffett controls other stuff too. Just considering overall performance. Anyway all 3 have done well over the last 10 years. Going forward is what I’m trying to get a handle on. With the wacky fake news headlines every day, that’s not easy. For instance one major media outlet posted a headline for today Market “ tumbles “ hours after the market had already come back close to even. Some of their favorite buzzwords can really affect the market one way or the other. Very few including wealth and fund managers, read details below the headlines. But We Do !!

[dinghy]

Going forward is what I’m trying to get a handle on.

I can't confirm the data accuracy, but according to the stockcharts dot com performance chart, BRK/B lagged both SPY and VTI for the 17-year period from 2008 to year-end 2024. Berkshire was <400% total return, whereas the others were >450%.

But Berkshire is enjoying a phenomenal 2025. According to morningstar, BRK.B is +18% YTD, vs -5% for the others.

Your Berkshire purchases near year-end 2024 were brilliantly timed. I would hesitate to buy now. This growth spurt is unprecedented except possibly in the very distant past. There's a risk of the stock reverting to the mean.

[olds442jetaway]

Agree. I didn’t look back past 10 years, but for the last 10, the charts I posted speak for themselves on percentages of gains. At this point, I’m going to have to stay on tip toes. We never know what the next condensed headline will bring sometimes we just have to guess.

[olds442jetaway]

Now up 1 percent for the year, not great, but at this point I will take it. It’s not from stocks though as I’m 80 percent cash still at 4 percent and all the divs go to the money market so they can also earn 4 percent. Percentage wise, I better stay about where I am on allocation. I’m hoping Vale will go up soon, but at this point, I’ll have to wait and collect the good dividends. Wish they were more frequent, I guess they are set up for twice a year.