Post #5741 by rayvt on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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Any good suggestions?

Look at Growth Trend Timing. https://allocatesmartly.com/philosophical-economic...

Key point is " the strength of GTT hasn’t been in generating outsized returns; it has been in maintaining returns while managing losses."

Most people poo-poo timing because it doesn't give better gains than buy-and-hold. Losing sight of that timing's purpose is to save your butt in bear markets.

FWIW, the current state is that FRED indicators are down but SMA says to stay in the market.

Also FWIW, no timing backtest I have run on BRK has been better than buy-and-hold. Maybe just use Jim's P/B values to decide when to put on & off a bit of leverage.

{This topic is better suited to the Mechanical Investing board.}

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