Fairfax YTD

[oldye]

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.

[FlyingArrow]

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.

 

 

 

 

[StubbleJumper]

I would guess that the municipal bonds have probably risen drastically over recent weeks....can anyone confirm?

[watsa_is_a_randian_hero]

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

[UhuruPeak]

Thx Watsa