I did a well good experiment on W B investment…
I looked at end of Feb 2018 at the officially portfolio Warren Buffet have.
As it is very difficult to copy him (due to investment price reason) i did a different approach.
My approach was for every % of shares he hold in the portfolio i hold one (example company X makes 10% of his portfolio i will hold 10 … (all below 1 % are related to 1 share).
Shares bought 22 to 26 Feb. 2018.
The other approach to compare was for every 10 Mio. shares he hold i hold 1 (example company X he hold 68 Mio. shares i hold 7 ( all shares below 10 Mio. are related to 1 share).
Shares bought 26 to 27 Feb. 2018.
Portfolios updated as officially reported.
This is what i got up to today:
Time-weighted Returns (including Dividends & Fees >> 8.65%
Max Draw down -10.13%
XIRR (including Dividends &Fees) >> 15.66% Capital Flow >> SGD 15,565.88
Dividends Collected (based on ExDate) Total >> 177.88 Monthly >> 17.79
Avg cost >> 15,969.74 Avg cost yield >> 1.34%
Anual P&L >> SGD 743.24
Dividends Projected (based on ExDate) 2018 (Projected) SGD Total >> 240.66
Monthly >> 20.06 Avg cost >> 16,142.06 Avg cost yield >> 1.49%
Time-weighted Returns (including Dividends & Fees >> 3.80%
Max Draw down >> -11.85%
XIRR (including Dividends & Fees) >> 7.08% Capital FlowSGD >> 29,767.74
Dividends Collected (based on ExDate) SGD Total >> 390.43 Monthly >> 39.04
Avg cost >> 30,726.56 Avg cost yield >> 1.52%
Anual P&L >> SGD -124.62
Dividends Projected (based on ExDate) 2018 (Projected) SGD Total >> 527.12
Monthly >> 43.93 Avg cost >> 31,016.61 Avg cost yield >> 1.70%
Data based on Stocks cafe data as per 05 Oct 2018
Quite interesting data coming out as a higher investment not automatically guaranty a higher profitability due to the reshuffle share amount.
All 2 portfolio hold same company’s.
Interesting to see how the “right” shuffle influence return and dividend.
Also interesting to see difference of the amount necessary to invest.
It also shows that you can be “successful” depend on Strategy you follow.
There is may a small difference in the price of the shares but overall that should not make that much difference.
Open for discuss…have fun