Based on my broker's calculations, my annual rate of return is as follows:
1-Yr - 12.7% (vs. SP 500 of 15.1%)
3-Yr - 7.0% (neg 2.9%)
5-Yr - 9.6% (pos 2.3%)
Since Inception (March '03) - 9.6%
Since I did not actively manage my money for almost 3 years during a large portion of these time periods, moving to mostly cash from October 2007 to September 2010, I am pleased with the performance. Going forward my goal is to continue to exceed the performance of the market.
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