Is Berkshire more like a Mutual Fund than a stock? Several past posts:
1) "MSF describes it—blend—a blue chip stock with its heady growth days in the past.
"Agree with msf and Lewis assessment. The fast growing business (iPhones, computers, music, and AppleTV) since Steve Jobs's returned has plateaued. In some area Apple is trailing."
2) "Growth is about revenues, cash flow and earnings versus the benchmark and industry peers and it’s forward looking, not from five or ten years ago."
FD: reality check. After another year. Apple proved it's not just another blue chip stock. It's even more amazing to do it when it's so big already.
Apple 2021 annual EPS was $
5.61, a 71.04% increase from 2020. The price followed.

Getting off the sidelines - when? Hi sir the Pudd
Many folks say its oversold past 6 weeks...hard to say
Still got 15 yrs left and has time to make up...
I still buy Vang 2050 vpccx vgstx monthly basis.
If was retired probably all bonds Corp bonds TIPS and very little equities added. Mama portfolio very conservative down 5% last 6 wks
BIVIX M* indicates that BIVIX has a net ER of 2.84% and an adjusted ER of 2.24%.
I personally wouldn't purchase a fund with an ER > ~1.25%.
Many alt funds are too expensive...
Getting off the sidelines - when? Missed opportunity. Could have laid all your money on ARKK Friday and cashed out today with a nice 9.5% overnight gain. Shucks!
International Version of PRWCX I own a substantial share of my IRA and Roth IRA in PRWCX. I'm looking for a similar fund which invests in the same fashion and falls into the same Allocation range 50 -70%, but which invests Internationally. I would also be open to a combination of funds if it follows the same approach. I'd appreciate any suggestions - clear
Federal Open Mouth Committee At 1.25% (from the current 0.25%) is still a way below the 2% when the pandemic started in March 2020. In combination with tapering, perhaps it may contain the 6% inflation.
A Bond ETF With An Equity Feel: (CWB) **EDIT**
I edited my compare post and added JABAX to all periods. JABAX performance during GFC stands out.
@yogiDuring Period
5, ANNPX co-relation with PRWCX is 0.91 and 0.89 with IWM.
Federal Open Mouth Committee “Fed's Daly supports rate liftoff in March, interest rates at 1.25% by end of year ” (1/31)
SourceExcerpt from Reuters -
The U.S. Federal Reserve should start raising interest rates from near zero in March and can comfortably raise them to 1.25% by the end of the year, San Francisco Federal Reserve Bank President Mary Daly said on Monday.
"If you get to that point, so say that's the reality, that's quite a bit of tightening, but it’s also quite a bit of accommodation left in the system because the terminal rate of interest is 2.5%, so you are supporting the economy, not pulling away the punchbowl completely and causing disruptions, but you are taking away some of the extraordinary accommodation we have been providing," Daly said in an interview with Reuters Breakingviews. "I think that balance is the appropriate thing to do with the uncertainty we face."
A Bond ETF With An Equity Feel: (CWB) @staycalm :
One question if I may ?
#1 has 4 entries.
#2-#
5 have 3 entries
#6 has added VONE
Possible no info for missing data (fund) ?
A Bond ETF With An Equity Feel: (CWB) I find yogibear explanation on recent performance of ANNPX co-related to small cap reasonable.
A three month(or even 1 year) stretch of underperformance does not bother me within the context of solid longer term performance.
Regards benchmarks, while ANNPX has performed well compared to SP500, I see a moderate allocation benchmark as more appropriate (PRWCX, VWELX, VBINX).
Simplistically I see ANNPX performance close enough to PRWCX during periods 1-5 but significantly outperforming PRWCX by 10 points during period 6 which is impressive imo. As cherry on top, ANNPX even outperformed VONE during this period.
Federal Open Mouth Committee Atlanta Federal Reserve Bank President Raphael Bostic told The Financial Times over weekend that the Fed may impose a 50 basis point rate hike in March.
Saw that too in other sites and that could have sizable impact on the long bonds. Mid March is timeframe when it starts.
A Bond ETF With An Equity Feel: (CWB) davidrmoran said,
What do you think has happened the last 3mos to underperform those four so significantly? Not that it matters.
I have zero interest in the fund, but I am interested in the answer to David's question (maybe I missed it?). In fact, over the past 1 year convertibles as a group look horrendous compared to the S&P
500, the bench mark I see it compared to. S&P
500= +19%, ANNPX= -9%. ANNPX is slightly worst than the convertibles category the past year.
In any case, sure looks like one would need a whole lot of conviction and long term staying-power to own this fund. I know I do not.
Cathie Wood Boosts Robinhood Dip Buying With Stock at Record Low What else peaked in February 2021? The EMs. Although ARKK doesn't have any EM stocks, the same speculative fervor that drove the EMs to February 2021 peak also drove ARKK. But then the Nasdaq peaked in early-November and ARKK was crushed again. So, there were 2 selloffs in ARKK, post-February and post-November (still continuing?).
https://stockcharts.com/h-perf/ui?s=ARKK&compare=EEM,QQQ&id=p81561262402
Federal Open Mouth Committee Atlanta Federal Reserve Bank President Raphael Bostic told
The Financial Times over weekend that the Fed may impose a
50 basis point rate hike in March. Bostic is a FOMC participant and would have been covered by the aforementioned blackout.
(Excerpt)
The Federal Reserve could opt to raise its benchmark rate by 50 basis points if a more aggressive approach to taming inflation is needed, Raphael Bostic, president of the Fed’s Atlanta branch, told the Financial Times in an interview. Bostic stuck to his prediction that three quarter-point increases starting in March would be the most likely scenario, though stubbornly high consumer prices could justify a more robust rate rise …
“Every option is on the table for every meeting,” Bostic said on Friday. “If the data say that things have evolved in a way that a 50-basis-point move is required or be appropriate, then I’m going to lean into that . . . If moving in successive meetings makes sense, I’ll be comfortable with that,” he told the newspaper.
Story from Bloomberg
Cathie Wood Boosts Robinhood Dip Buying With Stock at Record Low
Cathie Wood Boosts Robinhood Dip Buying With Stock at Record Low “Wood’s firm ARK Investment Management bought nearly 2.44 million Robinhood shares on Friday, the most since its stock market debut in July, according to trading data from Ark compiled by Bloomberg. The buying came on a day when the firm’s stock at one point dropped below $10, before staging a rebound in line with the broader U.S. market. Robinhood still trades 67% below its initial public offering price and ranks among the worst high-profile global stock market debuts during the pandemic, joining the likes of China’s Didi Global Inc. and London’s THG Plc.”Story