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Historical Portfolio Returns
Old 05-02-2008, 03:00 PM   #1
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tgotch's Avatar
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Posts: 115
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...

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Old 05-02-2008, 05:51 PM   #2
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What's your AA?

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Old 05-03-2008, 06:59 PM   #3
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Those are respectable returns. I commend you.
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Old 05-03-2008, 11:51 PM   #4
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Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,389
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
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Old 05-06-2008, 12:42 AM   #5
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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."
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