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Berkshire Hathaway Inc.

for period ending March 31, 2019
 
This investment security is provided by Berkshire Hathaway Inc..
BRK.A is the ticker for this investment security. This ticker appears in the scatterplots below and on the Summary Page showing all investment securitys. You can invest in this investment security using the ticker "BRK.A" at FolioInvesting.com or your favorite brokerage. See How to Invest (below) for more details on how buy this investment security.
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process
 

How to Choose

Risk vs. return for BRK.A:   The scatterplots below show the best investment securitys as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this investment security. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.

For more metrics (Total Return, Risk and Volatility, Correlation) scroll down on this page. The Summary Page compares all investment securitys.
Maximum Drawdown vs. Annual Return
BRK.APeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of BRK.A and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
 
Description   Berkshire Hathaway Inc. gives investors access to a tactical, macro portfolio that uses securities from around the globe. This investment security is a common stock and is an American, multi-national conglomerate holding company led by Warren Buffett.

Category   Tactical: Managed

Ingredients used   This investment security invests in securities from around the globe.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this investment security has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a common stock and its holdings are determined by the fund's manager, Berkshire Hathaway Inc.. Berkshire Hathaway, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm primarily engages in the insurance and reinsurance of property and casualty risks business. Berkshire Hathaway was founded in 1889 and is based in Omaha, Nebraska. You may consult www.berkshirehathaway.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost
 

How to Invest

You can invest in this investment security by buying the ticker symbol "BRK.A" at FolioInvesting.com or your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
 

How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.

Compare: Risk vs. Return

for period ending March 31, 2019
VizMetricsTM Score This is a 0 to 100 score that measures risk-adjusted return
 1 year3 year5 year7 year10 year
BRK.A66100100100100
Peer Group* average7889949597
60% Equity / 40% Bonds95100100100100
Global Equities (ACWI)661009598100
U.S. Equities (SPY)84100100100100
U.S. Bonds (BND)1008210098100
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation vs. Annual Return
BRK.APeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of BRK.A and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
BRK.APeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of BRK.A and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
M-squared
 1 year3 year5 year7 year10 year
BRK.A-8.9%-3.3%-2.1%-0.9%-4.1%
Peer Group* average-7.0%-4.2%-4.3%-3.9%-2.5%
60% Equity / 40% Bonds0.9%0.2%0.7%0.8%2.0%
Global Equities (ACWI)-6.6%-1.6%-4.2%-4.6%-5.2%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)4.0%-9.5%-2.9%-5.5%-1.6%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Alpha
 1 year3 year5 year7 year10 year
BRK.A-5.6%1.7%1.3%3.6%4.4%
Peer Group* average-3.5%-1.0%-1.5%-0.9%-0.1%
60% Equity / 40% Bonds0.6%0.3%0.5%0.7%1.4%
Global Equities (ACWI)-5.9%-0.9%-3.7%-3.9%-5.1%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)2.3%0.9%2.1%2.1%3.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Sharpe
 1 year3 year5 year7 year10 year
BRK.A-0.040.850.741.040.90
Peer Group* average0.050.740.530.771.01
60% Equity / 40% Bonds0.551.140.961.181.34
Global Equities (ACWI)0.110.980.560.730.83
U.S. Equities (SPY)0.511.120.911.111.19
U.S. Bonds (BND)0.710.270.640.621.07
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Total Return

for period ending March 31, 2019
5-year graph BRK.AGlobal equities (ACWI)U.S. equities (SPY)U.S. bonds (BND)60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
 Year-to-dateMar 20191 year3 year5 year7 year10 year
BRK.A-1.6%-0.3%0.7%12.2%10.0%13.9%13.3%
Peer Group* average7.2%0.8%2.3%6.2%4.2%5.7%9.0%
60% Equity / 40% Bonds9.5%1.6%7.4%9.0%7.4%8.6%11.2%
Global Equities (ACWI)12.5%1.6%2.8%11.1%6.5%8.4%12.0%
U.S. Equities (SPY)13.5%1.8%9.4%13.4%10.8%12.7%15.8%
U.S. Bonds (BND)3.0%1.9%4.5%2.0%2.7%2.4%3.6%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: AllRank: AllRank: All
Historical Return
 20142015201620172018
BRK.A27.0%-12.5%23.4%21.9%2.8%
Peer Group* average5.5%-1.8%6.5%12.0%-5.2%
60% Equity / 40% Bonds9.9%0.7%8.8%13.9%-2.8%
Global Equities (ACWI)2.4%-2.2%8.4%24.3%-9.1%
U.S. Equities (SPY)13.5%1.3%12.0%21.7%-4.6%
U.S. Bonds (BND)5.8%0.6%2.5%3.5%0.1%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Risk & Volatility

for period ending March 31, 2019
Maximum Drawdown
 1 year3 year5 year7 year10 year
BRK.A-7.6%-12.8%-14.0%-14.0%-18.7%
Peer Group* average-8.1%-9.3%-11.4%-11.3%-13.1%
60% Equity / 40% Bonds-8.1%-8.1%-8.1%-8.1%-9.1%
Global Equities (ACWI)-12.7%-14.0%-14.0%-14.0%-21.9%
U.S. Equities (SPY)-13.5%-13.5%-13.5%-13.5%-16.2%
U.S. Bonds (BND)-1.4%-3.7%-3.7%-4.0%-4.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Standard Deviation
 1 year3 year5 year7 year10 year
BRK.A13.8%14.5%14.3%14.5%16.5%
Peer Group* average9.2%7.2%7.5%7.4%9.7%
60% Equity / 40% Bonds10.4%7.1%7.4%7.2%8.7%
Global Equities (ACWI)14.4%10.9%11.6%12.1%16.2%
U.S. Equities (SPY)16.7%11.9%12.2%12.1%14.6%
U.S. Bonds (BND)3.3%3.1%3.1%3.1%3.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation
 1 year3 year5 year7 year10 year
BRK.A8.7%7.7%7.7%7.3%8.1%
Peer Group* average6.5%4.7%4.9%4.7%5.4%
60% Equity / 40% Bonds7.2%4.7%4.5%4.3%4.6%
Global Equities (ACWI)10.8%7.4%7.6%8.0%9.5%
U.S. Equities (SPY)12.3%8.0%7.6%7.4%8.3%
U.S. Bonds (BND)1.4%2.0%1.8%1.9%1.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Beta
 1 year3 year5 year7 year10 year
BRK.A0.570.760.790.800.55
Peer Group* average0.500.490.490.500.56
60% Equity / 40% Bonds0.630.610.610.610.61
Global Equities (ACWI)0.900.890.930.971.08
U.S. Equities (SPY)1.001.001.001.001.00
U.S. Bonds (BND)0.01-0.01-0.02-0.02-0.03
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Correlation

for period ending March 31, 2019
 1 year3 year5 year7 year10 year
to Global Stocks (ACWI)0.600.540.580.570.41
to S&P500 (SPY)0.640.620.670.670.48
to U.S. Bonds (BND)0.01-0.22-0.06-0.13-0.07
to Commodities (DBC)-0.120.140.080.120.07
to Gold (GLD)-0.41-0.07-0.08-0.09-0.02