Historical Portfolio Returns

[tgotch]

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...

 

[baldeagle]

What's your AA?

 

[Trapshooter]

Those are respectable returns. I commend you.

 

[CyclingInvestor]

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

 

[Ed_The_Gypsy]

15.9% per annum over 15 years. Very good.