337pct cumulative returns since inception vs 508pct for the S&P

PORTFOLIO VISUALIZER says STEW up 467% and SPY up 631%.

Long time ago I owned BIF (which was renamed to STEW) because it seemed like a good was to have a large BRK holding at a large (~20%) discount. Later on I realized that a large discount doesn't matter if it always stays at a large discount.

So, it's arguably worse than that. Because PV also says that BRK.B in the same period was up 769%. Along with the best Sharpe & Sortino Ratios.

https://www.portfoliovisualizer.com/backtest-portf...


One of the comments on that SA article said "I used to own STEW years ago but switched to SCHD. I think SCHD will provide higher total returns over time. The yields are about the same."

Since inception of SCHD this was true. STEW up 365% and SCHD up 418%. BRK.B up 463%.

To paraphrase Tuco, "If you want to own BRK, buy BRK."

Berkshire Hathaway FAQ

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