Berkshire Money Management, Inc.
Q3 2013 13F-HR Holdings
Net value change ($000)
+18,885
(8.9%)
New positions
2
Sold out positions
5
Turnover %
19.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SDY | 17,628 | NEW |
| MDY | 15,250 | 199.1% |
| DIA | 14,213 | 43.0% |
| DXJ | 7,593 | NEW |
| XLF | 1,250 | 16.3% |
| XLV | 1,240 | 19.5% |
| UNP | 2 | 0.6% |
Top Reduces (Value $000, Stocks/ETFs)
| INVESCO FINANCIAL PREFERRED ETF | -12,137 | -100.0% |
| iShares, Inc. | -7,573 | -100.0% |
| PFF | -6,040 | -50.8% |
| VIG | -3,463 | -8.0% |
| IWF | -3,106 | -15.7% |
| EFA | -3,047 | -9.4% |
| SPY | -2,264 | -8.3% |
| GE | -276 | -100.0% |
| KO | -235 | -100.0% |
| AVANIR PHARMACEUTICALS INC CL A NEW | -88 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|