Berkshire Money Management, Inc.

Q1 2014 13F-HR Holdings

Location
Pittsfield, MA
Holdings as of
3/31/2014
Date filed
4/23/2014
Form type
13F-HR
Num holdings
15
Total value ($000)
$218,564
Net value change ($000)
-54,743 (-20.0%)
New positions
0
Sold out positions
2
Turnover %
28.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/10/2014 Next filing: 8/7/2014 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MDY 2,383 7.6%
SPY 2,332 10.6%
EFA 1,819 5.8%
IWF 1,624 3.3%
IWO 1,444 6.2%
XLV 527 7.2%
PFF 449 11.8%
XLF 391 5.4%
UNP 36 11.9%
VICAL INC 18 58.1%
Top Reduces (Value $000, Stocks/ETFs)
DIA -54,590 -100.0%
DXJ -8,329 -100.0%
VIG -1,670 -9.6%
SDY -1,069 -7.1%
XOM -80 -8.3%
KO -27 -10.6%
T -1 -0.3%
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