Author Topic: Corner of Berkshire & Fairfax Fund - Poll Q2'14  (Read 8909 times)

constructive

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #10 on: April 08, 2014, 04:07:25 PM »
Here's a visualization of COBAF Fund vote share over time.


gary17

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #11 on: April 08, 2014, 04:33:53 PM »
what a nice abstract painting!!

sleepydragon

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #12 on: April 08, 2014, 06:21:40 PM »
how to vote?

kmukul

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #13 on: April 08, 2014, 08:41:32 PM »
Is this a real fund i can buy? Unfortunately i cant buy pabrai or sanjivs fund

dpetrescu

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #14 on: April 08, 2014, 10:02:38 PM »
So really? No one voted for GM? It's 15% off! is everyone waiting for Black Friday deals?

Ross812

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #15 on: April 09, 2014, 05:36:39 AM »
So really? No one voted for GM? It's 15% off! is everyone waiting for Black Friday deals?

Actually, GM received 12 votes like AWLCF and FFH.TO. In the event of a tie, I've been using excels random number function to pick which company is added or eliminated. In this case, GM drew the short straw. View the fund with the link and look at the 'Allocation by Quarter' tab to view voting history.

Is this a real fund i can buy? Unfortunately i cant buy pabrai or sanjivs fund

kmukul,

The fund was created in an attempt to test out how a Corner of Berkshire and Fairfax crowd sourced fund would perform. The methodology certainly isn't perfect, but it is a work in progress. Once I have a year or two of data, I may back test a few different methods to refine portfolio weightings. If the portfolio continues to do well, I'll start a covestor  model portfolio (http://covestor.com/) to allow others to invest along side if they wish. Profits from management fees would be donated.

96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

sleepydragon

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #16 on: April 09, 2014, 05:55:06 AM »
no tesla. haha.
and this vote has a long bias.
should allow people cast negative votes and then take the sum for each stock.
you can also try long the top highest voted and short the lowest voted.
but where can I vote? too late this year ..

Ross812

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #17 on: April 09, 2014, 06:19:09 AM »
no tesla. haha.
and this vote has a long bias.
should allow people cast negative votes and then take the sum for each stock.
you can also try long the top highest voted and short the lowest voted.
but where can I vote? too late this year ..

Voting just closed yesterday. I post the poll and it is open for 7 days at the start of each quarter. The poll does have a long basis and I do leave obvious shorts (Tesla in the last round of voting) off the poll. The reason there are no shorts included is because there are not too many shorts discussed on the board; a company receiving 0 votes doesn't mean it is a short or even a bad pick, it just doesn't have the community's following. Also, the accounting, borrow rates, and the assumption shares are even available for shorting is very difficult to track on a google spreadsheet.   
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

watsa_is_a_randian_hero

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #18 on: April 09, 2014, 06:35:27 AM »
I didn't vote as for whatever reason one of the only stocks I posted about this quarter (ATW) was not included as an option.

ajc

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Re: Corner of Berkshire & Fairfax Fund - Poll Q2'14
« Reply #19 on: April 09, 2014, 06:56:34 AM »
I didn't vote as for whatever reason one of the only stocks I posted about this quarter (ATW) was not included as an option.

If you let Ross know, he'll just add the name to the list. I'm pretty sure that happened last quarter.