Berkshire Money Management, Inc.

Q2 2013 13F-HR/A Holdings

Location
Pittsfield, MA
Holdings as of
6/30/2013
Date filed
1/10/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
17
Total value ($000)
$211,140
Net value change ($000)
+50,701 (31.6%)
New positions
5
Sold out positions
1
Turnover %
25.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/10/2014 Next filing: 1/3/2014 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
EFA 32,356 NEW
iShares, Inc. 7,573 NEW
XLV 6,361 NEW
DIA 4,169 14.4%
VIG 2,716 6.7%
SPY 1,355 5.2%
IWF 1,260 6.8%
XLF 715 10.3%
MDY 511 7.1%
GE 276 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLB -6,130 -100.0%
PFF -413 -3.4%
INVESCO FINANCIAL PREFERRED ETF -386 -3.1%
T -12 -3.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type