Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of ETFBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of ETFBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Index Investing
Unthreaded | Threaded | Whole Thread (2) |
Author: tecmo   😊 😞
Number: of 291 
Subject: Tecmo Q1 results
Date: 07/06/24 3:26 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
           3M      1Y      3Y         5Y
Tecmo +2.78% +22.68% +11.13% +16.98%
S&P 500 +4.28% +24.45% +10.01 +15.05%

Its been a long while since my 1Y return was less than the SP-500; my large(ish) position in BRK is likely the biggest drag with it being flat since around February while the SP-500 continues to chug along, my other dud is DIS and other non-us global index funds. Having roughly 25% of my US index holdings in RSP is also not helping.


Holdings

US Index 25.72%
MSFT 17.64%
BRK 15.55%
Global Index 13.73%
GOOG 10.41%
AAPL 4.94%
Other 3.86%
CASH 2.04%
TD Bank 1.35%
DG 1.63%
AMZN 1.91%
DIS 1.22%


tecmo
...

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to tecmo here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 287 posts about Index Investing. The article-length ones it recommended most:
S&P500 valuations · 31 recs · 2023
S&P500 sales growth & multiple · 22 recs · 2025
Software equal weight - XSW · 12 recs · 2025
Welcome! · 4 recs · 2022
Shrewd Sam vs No-risk Ned · 2 recs · 2024
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Index Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of ETF | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community