Berkshire Hathaway Inc.
for period ending November 30, 2023
This investment security is provided by Berkshire Hathaway Inc..
BRK.A is the ticker for this investment security. This ticker appears in the scatterplots below and on the Summary Page showing all investment securitys. You can invest in this investment security using the ticker "BRK.A" at your favorite brokerage. See
How to Invest (below) for more details on how buy this investment security.
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – Rebalance
TM process
- Choose a portfolio recipe that meets your needs by comparing return, risk, and cost. See How to Choose below.
- Invest in a portfolio recipe by buying the underlying ingredients. See How to Invest below.
- Rebalance your portfolio to keep the mix of ingredients up-to-date. See How to Rebalance below.
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Risk vs. return for BRK.A: The scatterplots below show the best investment securitys as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this investment security. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all investment securitys.
Maximum Drawdown vs. Annual Return
●BRK.A●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●BRK.A and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Berkshire Hathaway Inc. gives investors access to a tactical, macro portfolio that uses securities from around the globe. This investment security is a common stock and is an American, multi-national conglomerate holding company led by Warren Buffett.
Category Tactical: Managed
Ingredients used This investment security invests in securities from around the globe.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this investment security has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a common stock and its holdings are determined by the fund's manager, Berkshire Hathaway Inc.. Berkshire Hathaway, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm primarily engages in the insurance and reinsurance of property and casualty risks business. Berkshire Hathaway was founded in 1889 and is based in Omaha, Nebraska. You may consult www.berkshirehathaway.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a common stock, you can purchase this directly through your broker using the ticker BRK.ASee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this investment security by buying the ticker symbol "BRK.A" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending November 30, 2023
Downside Deviation vs. Annual Return
●BRK.A●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●BRK.A and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●BRK.A●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●BRK.A and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending November 30, 2023
5-year graph ●BRK.A●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending November 30, 2023
for period ending November 30, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.67 | 0.75 | 0.78 | 0.77 | 0.73 | 0.60 |
| to S&P500 (SPY) | 0.68 | 0.77 | 0.79 | 0.79 | 0.76 | 0.66 |
| to U.S. Bonds (BND) | 0.53 | 0.38 | 0.21 | 0.21 | 0.15 | 0.10 |
| to Commodities (DBC) | 0.42 | 0.46 | 0.58 | 0.52 | 0.41 | 0.32 |
| to Gold (GLD) | 0.03 | 0.27 | 0.17 | 0.16 | 0.07 | 0.02 |
