oldye Posted April 24, 2009 Share Posted April 24, 2009 If my math is correct (which it probably isn't) but Fairfax's stock portfolio is down a mere 10% YTD!...17$ pretax. Thats not taking into account any changes in 09, but still quite good all things considered! Now the numbers reported next week will show the MTM values as of 3/31/09, which were weak but those MTM values were as useless as the ones I used so who cares. Eagerly looking forward to the next 13f. Link to comment Share on other sites More sharing options...
FlyingArrow Posted April 24, 2009 Share Posted April 24, 2009 I created a portfolio in Yahoo to track the US stocks reported from Dec 31. It is down 10% but that doesn't consider the additional purchases made in Q1 which would have lowered average cost and actually improved results. I too am anxiously awaiting more info on the purchases in Q1 and impact. Link to comment Share on other sites More sharing options...
StubbleJumper Posted April 24, 2009 Share Posted April 24, 2009 I would guess that the municipal bonds have probably risen drastically over recent weeks....can anyone confirm? Link to comment Share on other sites More sharing options...
watsa_is_a_randian_hero Posted April 24, 2009 Share Posted April 24, 2009 I pulled up a bunch of random Berkshire insured munis. They looked on average to be up 5% to 20% depending on duration. I'm guessing we might have made $400mm off the munis this q Link to comment Share on other sites More sharing options...
UhuruPeak Posted April 24, 2009 Share Posted April 24, 2009 Thx Watsa Link to comment Share on other sites More sharing options...
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