Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Summary Table of Our Primary Stock Portfolio's Performance Versus Warren Buffet's Berkshire Hathaway


Return Since Inception (1998)

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
Total
4,112.7% 
112.2%
391.3%
Per Year
31.9% 
4.5%
9.8%

5 Year Returns

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
Total
246.7%
84.6%
134.1%
 
Per Year
28.2%
13.1%
18.5%
 

Year-To-Date

 
Our
Returns
S&P 500
Berkshire   
Hathaway*
YTD
-0.1%
11.4%
27.0%
 


*Berkshire Hathaway is run by Warren Buffett, widely considered to be the best investor of modern times.

Data updated onMay 1, 2025.

 





 

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