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Fairfax YTD


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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.

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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.





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