Berkshire Money Management, Inc.

Q4 2013 13F-HR Holdings

Location
Pittsfield, MA
Holdings as of
12/31/2013
Date filed
1/10/2014
Form type
13F-HR
Num holdings
17
Total value ($000)
$273,307
Net value change ($000)
+43,282 (18.8%)
New positions
3
Sold out positions
0
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/3/2014 Next filing: 4/23/2014 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWF 32,819 196.8%
IWO 23,471 NEW
MDY 8,470 37.0%
DIA 7,299 15.4%
EFA 2,106 7.2%
DXJ 736 9.7%
KO 254 NEW
XOM 196 25.5%
VICAL INC 31 NEW
T 13 4.1%
Top Reduces (Value $000, Stocks/ETFs)
VIG -22,340 -56.2%
SPY -3,080 -12.3%
SDY -2,592 -14.7%
PFF -2,039 -34.9%
XLF -1,725 -19.3%
XLV -328 -4.3%
UNP -9 -2.9%
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