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Investment Blogger IB
74 followers -
Creator of The Function-Centric Investing Paradigm
Creator of The Function-Centric Investing Paradigm

74 followers
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Investment Blogger's posts

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Practical methods for evaluating investment performance, and how not to be automatically disappointed when you see a negative price change by tempering expectations and being disappointed about the right things.

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Misinformation in assessing investment performance leads to poor investment decisions, and losses in investing over many years. The reason behind the problem are bad habits formed by years of brainwashing & the wrong mindset. There are two crucial factors in investing related to evaluating investment performance. This post empowers investors with the knowledge needed to overcome the misinformation.

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The summary table gives you all the changes to Berkshire's portfolio for Q4 2014.  Just the data, no interpretation. 

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Warren Buffett’s Berkshire Hathaway stock holdings for Q4 2014 was filed on 2/17/2015.  The fourth quarter was another with quite a bit of activity.  Two new holdings, including QSR and FOXA..  There were additions made to CHTR, DVA, DE, DTV, GM, IBM, LBTYA, MA, PSX, PCP, SU, VIAB, and V.  Reductions were made again to BK and NOV.  The stake in COP, ESRX, XOM, and LBRDA/K were eliminated.  The filing is for the quarter ended of 12/31/2014:

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Conventional wisdom says that investors should review their portfolio’s annual performance (returns). I discuss why conventional portfolio and investment evaluation metrics are not meaningful or relevant, and why investors should not rely or pay too much attention to them.

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There is little doubt that it is more profitable and beneficial to try and understand the business details of your investments.  Unfortunately, it means becoming familiar with and deciphering the financial and industry terms used...... Fortunately, it all really boils down to determining and focusing on a few key issues out of the vast amount of information.

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In Q2 2014, Berkshire initiated new stakes in CHTR and DNOW.  Added to CBI, GM, IBM, LBTYA, SU, USG, USB, VRSN, VZ, V, and WMT.  Reduced COP, DTV, GHC, LMCA, NOV, PSX, and PCP.  Eliminated STARZ. #warrenbuffett   #berkshirehathaway  
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Warren Buffett’s Berkshire Hathaway stock holdings for Q2 2014 was filed on 8/14/2014. There was quite a bit of activity this past quarter with new holdings in CHTR and DNOW.  There was additions made to CBI, GM, IBM, LBTYA, SU, USG, USB, VRSN, VZ, V, and WMT.  Reductions were made to COP, DTV, GHC, LMCA, NOV, PSX, and PCP.  The stake in STARZ was eliminated. The filing is for the quarter ended of 6/30/2014  #berkshirehathaway   #warrenbuffett  

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On July 15, 2014, Intel [INTC] reported better than expected Q2 2014 earnings with the surprise coming from the PC Client Group (PCG) revenues, as a result of stronger than expected demand in PCs.  As expected, the Data Center Group and Internet of Things Group, a very strong quarterly revenues leading the company’s growth... #Intel  $INTC

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In order to help individual investors form more effective strategies and make better decisions, the direction of The Investment Blog is changing.    I am shifting the blog back to the way it was when I first started it, with more of my personalized perspective and casual commentary, rather than being very analytically and editorial like.  It’s what most of my early readers came to my site looking for, but have been missing for a long while.   It will also mean more posts for readers, and more investment-specific perspective....
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