A Regular Finance Blogger's 'Boring' Stock Picks Have Been Outperforming Warren Buffett's Berkshire Hathaway For Years: 'We're As Lazy As Possible' — Here Is His Low-Effort Strategy
Portfolio Pulse from Jeannine Mancini
Eddy Elfenbein, a finance blogger and ETF manager, has outperformed Berkshire Hathaway and ARK Invest with his 'set and hold' strategy through the AdvisorShares Focused Equity ETF (CWS). He creates a yearly 'buy list' of 25 stocks, rarely changing the holdings, and has achieved a 110% return since inception. His 2024 buy list includes companies like Hershey, Intuit, Moody's, HEICO, Silgan Holdings, and Aflac. Elfenbein's 'fulcrum fee' structure aligns his interests with investors, and his fund is nearing $100 million in assets under management.
January 23, 2024 | 1:30 pm
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Eddy Elfenbein's AdvisorShares Focused Equity ETF (CWS) has outperformed major investment figures with a 110% return since inception, using a 'set and hold' strategy. The fund is nearing $100 million in assets under management and has a unique 'fulcrum fee' structure.
The positive performance of CWS, as highlighted in the article, is likely to attract investor interest and could lead to an increase in the ETF's assets under management. The comparison to well-known investment figures and funds, along with the innovative fee structure, may boost investor confidence in the short term.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100