I currently have most of my money tied up in VTI (total market fund) and was thinking about diversifying a bit into other funds. I've been following BRK for a bit, and have noticed it performing particularly poorly compared to most mutual funds right now.
When the market peaked in late January 2018, VTI peaked at $146.87 and BRK.B peaked at $217.62. VTI is now at $186.02 and VTI is at $140.41.
So BRK.B has fallen 14.52% since its all-time high 4 months ago, while VTI has fallen 4.39% from its ATH 4 months ago. VTI is also up 2.30% over the past 12 months while BRK.B has returned -6.15% over the past 12 months.
I'm just wondering what others thoughts are on this. Obviously BRK.B's goal isn't to mirror the S&P 500, but over 10% lower returns than the market over 4 months seems pretty substantial and must have a reason behind it. My first thought was the Wells Fargo controversy but that's been going on far more than 4 months.
Submitted July 03, 2018 at 03:06PM by MGoBlue2K16 https://ift.tt/2lOhUai
