Berkshire Money Management, Inc.

Q1 2013 13F-HR/A Holdings

Location
Pittsfield, MA
Holdings as of
3/31/2013
Date filed
1/10/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
13
Total value ($000)
$160,439
Net value change ($000)
—
New positions
13
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 1/10/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VIG 40,473 —
DIA 28,909 —
SPY 26,022 —
IWF 18,523 —
INVESCO FINANCIAL PREFERRED ETF 12,523 —
PFF 12,293 —
MDY 7,150 —
XLF 6,975 —
XLB 6,130 —
XOM 771 —
Top Reduces (Value $000, Stocks/ETFs)
—
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