YTD 2006 investment

[Spanky]

1997: 31.40%
1998: 25.01%
1999 : 20.44%
2000: 12.5%
2001: -3.93%
2002: 3.57%
2003: 25.31%
2004: 27.86%
2005: 9.63%
2006: 18.58%

annualised (1997-2005): 16.29%

 

[Sam]

Would have loved to read this thread this time in 2000, 2001, or 2002...............

This thread would not be there during that time. It it were, I would not be a participant.

1997: 31.40%
1998: 25.01%
1999 : 20.44%
2000: 12.5%
2001: -3.93%
2002: 3.57%
2003: 25.31%
2004: 27.86%
2005: 9.63%
2006: 18.58%

annualised (1997-2005): 16.29%

Impressive. Well well done.

 

[Spanky]

Impressive. Well well done.

it's luck - escaping the big declines in 2000, 2001, 2002 (-9.06%, -12.02%
-22.15%). The S&P actually performed in the 'UP' market.

 

[Sam]

it's luck - escaping the big declines in 2000, 2001, 2002 (-9.06%, -12.02%
-22.15%). The S&P actually performed in the 'UP' market.

How did you escape 2000, 01, 02?

 

[Spanky]

Sold most equity funds and bought Vanguard TIP fund in late 2001

 

[FinanceDude]

Sold most equity funds and bought Vanguard TIP fund in late 2001

No losses in 2000 until late 2001?? You must be the next George Soros...........

 

[Spanky]

Oops, I meant 2000, not 2001.

Spanky

 

[FIRE'd@51]

Oops, I meant 2000, not 2001.

That's even more impressive! TIPS were yielding 4% then!

 

[Spanky]

That's even more impressive! TIPS were yielding 4% then!

Okay - you guys are making me to analyze the difference between 99 and 2000.

I did not have any TIPS in 2000 (it was correct the first time)
The reason was up in 2000 was:
Vanguard health care 60.53%
Janus Worldwide 6.72%
V. Index -Total Market 11.39%
STAR 10.96%
Intermediate Bond 12.78%
Short-term bond 9%

 

[Sam]

it's luck - escaping the big declines in 2000, 2001, 2002 (-9.06%, -12.02%
-22.15%). The S&P actually performed in the 'UP' market.

Oops, I meant 2000, not 2001.

Spanky

It could be luck, but I have my doubt. You timed the market, correct? Either way, excellent results.