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 06/30/20. The fund's latest filing disclosed 454MM in positions, representing 127% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 06/30/20. The fund's latest filing disclosed 454MM in positions, representing 127% of the manager's regulatory AUM.
BERKSHIRE MONEY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERKSHIRE MONEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DIA | 15.65% | ETF | 5.93% | -0.22% | 0 | 6% | ||
| VIG | 11.46% | ETF | 8.5% | 0.2% | 0 | 11% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
BERKSHIRE MONEY Portfolio Concentration
BERKSHIRE MONEY Location
392 MERRILL ROAD
PITTSFIELD, Massachusetts
UNITED STATES, 01201
PITTSFIELD, Massachusetts
UNITED STATES, 01201
BERKSHIRE MONEY Contact Information
Phone Number: 888-232-6072
Fax Number: 413-997-2005
Website: http://www.berkshiremm.com
Fax Number: 413-997-2005
Website: http://www.berkshiremm.com
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