No. of Recommendations: 5
I posted the following results to the Index Investing board at
mechinv writes on 2023 end of year results We can continue the discussion on that board, if this one is not deemed appropriate.
Here's how the various index ETFs, equal weight ETFs and Berkshire did this year.
2023
ETF Return Description
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QQQ 54.8% Nasdaq 100
QQQE 33.7% Nasdaq 100 Equal Weight
SPY 26.2% S&P 500
BRK.B 15.5% Berkshire Hathaway B shares
RSP 13.7% S&P 500 Equal Weight
Let's also look back at how the above investment choices did over the past 5 and 10 years.
Performance: 2019 - 2023
5-year
ETF CAGR $100,000 grew to
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QQQ 22.4% $274,340
QQQE 17.5% $223,804
SPY 15.6% $206,497
RSP 13.6% $188,931
BRK.B 11.8% $174,679
Performance: 2014 - 2023
10-year
ETF CAGR $100,000 grew to
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QQQ 17.7% $507,850
QQQE 13.4% $350,411
SPY 11.9% $308,623
BRK.B 11.6% $300,827
RSP 10.1% $262,391
The above results can all be verified at portfoliovisualizer.com
