BERKSHIRE MONEY Overview

Berkshire Money Management Inc. is an investment advisor that manages 358.4 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 326MM in positions, representing 91% of the manager's regulatory AUM.

BERKSHIRE MONEY StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BERKSHIRE MONEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 28.95% ETF 2.5% 0% 0 29%
MDY 13.73% ETF 7.07% 0.63% 0 10%
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FEATURED IN
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BERKSHIRE MONEY Founders and Key Employees

Name Title In Position Since
Allen P. Harris Ceo, Chief Investment Officer & Chief Compliance Officer April-2001
Scott C. Little Associate Vice President January-2002
Barbara J. Schmick President And Chief Operating Officer October-2014

BERKSHIRE MONEY Brokers, Custodians, Auditors and Administrators

Type Company

BERKSHIRE MONEY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



On a daily basis, BMM reviews the global economic landscape to ascertain when and if indicators support the purchase or sale of specific types of investments for client portfolios. Some of the indicators that we may use in our decision making process include: investor sentiment, money supply, consumer confidence, industrial production, consumption and distribution, inventories and orders, inflation, employment, construction, yield curve/ interest rates, monetary policy, and political factors among others.

Once BMM has determined that the global economic landscape supports the purchase of investments for client portfolios it begins selecting specific assets. In so doing, BMM invests primarily in no-load or load-waived open end mutual funds or exchange traded funds (ETFs). Your portfolio may include individual equities, preferred equities, individual corporate and municipal bonds, CD’s and other in...
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BERKSHIRE MONEY Portfolio Concentration

BERKSHIRE MONEY Location

392 MERRILL ROAD
PITTSFIELD, Massachusetts
UNITED STATES, 01201

BERKSHIRE MONEY Contact Information

Phone Number: 888-232-6072
Fax Number: 413-997-2005
Website:

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