I Created a New 13-F Screener

[mwtorock]

very good effort. it hopefully saves time to load all data into spreadsheet and keep track of it. it would help to give a proximate range of cost base for the positions - an important consideration in coattailing.

[SlowAppreciation]

SlowAppreciation, I'm really enjoying this screener. Very well done and simple to use.

 

One wish list that may be a feature that is far fetched and difficult, if not impossible, to achieve, would be to be able to track the level cash as a holding of the collective portfolio. I believe this would be a wonderful indicator, over time, of the bearishness or bullishness of the group.

 

Glad to hear that you're enjoying it. I too would love to get the cash levels, but unless these are reported to the SEC (which they're not currently), I have no way of knowing it unless management voluntarily discloses it. Berkshire we know since they're publicly traded (and Markel too).

 

As my next project I was going to put together a really detailed overview of Berkshire's breakdown (which would include cash levels) but I need to catch up on some reading first after spending the past few months on the screener.

 

Thanks for the feedback!