NewsFeeder
01-02-2019, 04:50 PM
2018 Year-End Portfolio Review
With help from a lower effective tax rate, 2018 was the first time in a few years that S&P 500 earnings growth (a proxy for intrinsic value) meaningfully outpaced stock prices. I write about Berkshire ( 16% of equity portfolio) frequently, so feel free to review my other articles if you want to know why this has been and will continue to be a large position.
https://finance.yahoo.com/news/2018-end-portfolio-review-224836797.html?.tsrc=rss
With help from a lower effective tax rate, 2018 was the first time in a few years that S&P 500 earnings growth (a proxy for intrinsic value) meaningfully outpaced stock prices. I write about Berkshire ( 16% of equity portfolio) frequently, so feel free to review my other articles if you want to know why this has been and will continue to be a large position.
https://finance.yahoo.com/news/2018-end-portfolio-review-224836797.html?.tsrc=rss