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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: knighttof3   😊 😞
Number: of 16627 
Subject: Re: AI report out of Stanford
Date: 08/08/2025 12:40 PM
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I am not sure what to make of the fact that the AI analyst averaged a portfolio turnover of 50% per quarter.
The tax hit would be massive, and paid by the mutual fund holders, not the manager.
I wish they had compared a baseline strategy of momentum chasing, which, according to other studies, works for a few months timeline, but not for shorter or longer timelines. What if the AI had ignored the other 169 variables? I suspect the performance would be just as "good".
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