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I'm up 11.1% this year, with 100% equities
Old 07-05-2007, 09:38 PM   #1
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I'm up 11.1% this year, with 100% equities

Is this good/ bad? Or is just beating the Merriman Portfolio/ Index portfolio considered good?
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Old 07-05-2007, 10:17 PM   #2
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Slow day at the airjordan household?

You must have missed this
Let's brag about mid-year performance!

Theres a few guys that plowed you to the curb...including me if you count the home equity
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Old 07-05-2007, 10:28 PM   #3
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Originally Posted by AirJordan View Post
Is this good/ bad? Or is just beating the Merriman Portfolio/ Index portfolio considered good?
It depends on your allocation. If it is 100% U.S. equity, your return beats the total stock market by about 2%. If it is 100% international, your return is significantly behind that of the total international index.
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Old 07-06-2007, 01:01 AM   #4
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Is this good/ bad? Or is just beating the Merriman Portfolio/ Index portfolio considered good?
What's the matter, AJ, not getting enough love over at FundAlarm? I'm pretty sure Ed would let you know his thoughts.

Or are just looking for another place to troll brag without getting into the details?

You know the drill-- you figure out what index your portfolio compares to, then you see if you're beating the equivalent index, then you see if you're doing it with more or less volatility risk.

You're doing a good job if you're beating your benchmark with equivalent or less volatility. Any other result is probably costing you more in expenses than it would to stay with the index.

Go take a trial subscription to Financial Engines if you're trying to get into the weeds of your portfolio's holdings. M* might be able to do it too.
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Old 07-06-2007, 08:59 AM   #5
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Is this good/ bad? Or is just beating the Merriman Portfolio/ Index portfolio considered good?
Sorry this is below average. The IFA/DFA 100% equities is up 11.73% YTD.
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