Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Historical Portfolio Returns
Old 05-02-2008, 04:00 PM   #1
Recycles dryer sheets
tgotch's Avatar
 
Join Date: Oct 2007
Posts: 119
Historical Portfolio Returns

I recently went back through my last few year's brokerage statements, and calculated some portfolio returns (I think I calculated correctly )

I have quite a few years until ER, so I am in some aggressive/moderate aggressive investments.

2005 18.38%
2006 16.20%
2007 12.74%
2008 -6.73% YTD

I got a touch of luck and latched onto some good mutual funds, and stocks (AAPL, GOOG, GRMN, to name a few.)

I am in the process of going back further (2000-2004), but I had investments in multiple places with multiple statements, which will take some work on my part to round them all up. Plus I am not sure I want to relive the pain of the early 2000's

Just curious to if anyone else wants to share how they have done...
__________________

__________________
tgotch is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 05-02-2008, 06:51 PM   #2
Dryer sheet aficionado
 
Join Date: Aug 2006
Posts: 39
What's your AA?
__________________

__________________
baldeagle is offline   Reply With Quote
Old 05-03-2008, 07:59 PM   #3
Dryer sheet aficionado
 
Join Date: Dec 2007
Posts: 30
Those are respectable returns. I commend you.
__________________
Trapshooter is offline   Reply With Quote
Old 05-04-2008, 12:51 AM   #4
Thinks s/he gets paid by the post
 
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,432
100% individual stocks since 1994. Very heavy in REITs late 1998 thru 2005.
Otherwise mostly large-cap US stocks (GE,PG,JNJ,ITW,SYY,BUD,KO,
MMM,etc) with long histories of increasing earnings/dividends.

1994 -2%
1995 21%
1996 31%
1997 22%
1998 -7%
1999 -2%
2000 36%
2001 16%
2002 7%
2003 47%
2004 35%
2005 24%
2006 22% (retired Oct 2006)
2007 0%
2008 4% YTD
__________________
learn, work, save, invest, fire
CyclingInvestor is offline   Reply With Quote
Old 05-06-2008, 01:42 AM   #5
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Ed_The_Gypsy's Avatar
 
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,293
15.9% per annum over 15 years. Very good.
__________________
my bumpersticker:
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."
Ed_The_Gypsy is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Historical P/E Rates and Equity Returns? DJRR FIRE and Money 6 10-02-2007 09:36 AM
Investors' actual returns versus total returns JohnEyles FIRE and Money 0 11-14-2006 01:20 AM
Historical low returns for REITs ? poyet FIRE and Money 14 10-10-2006 05:43 PM
Historical Returns Data and Copyright BigMoneyJim FIRE and Money 4 10-06-2005 07:00 PM
how to get historical stock prices? lb FIRE and Money 7 12-23-2004 12:34 PM

 

 
All times are GMT -6. The time now is 12:16 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.