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Thursday, 01/05/2017 11:20:54 PM

Thursday, January 05, 2017 11:20:54 PM

Post# of 289
12 Year Return on my portfolio vs. Total Return on S&P 500 (including dividends)

In 2016, My "Stock Trading Riches" account beat the S&P 500 again (20.88% vs. 11.96%).

Here is the cumulative 12-year return:

(Source for S&P500 returns = http://www.spindices.com/idsenhancedfactsheet/file.pdf?calcFrequency=M&force_download=true&hostIdentifier=48190c8c-42c4-46af-8d1a-0cd5db894797&indexId=340 )

Year, Me, S&P 500

2005, 13%, 4.91%

2006, 14%, 15.79%

2007, 22%, 5.49%

2008, (40%), (37%)

2009, 44%, 26.46%

2010, 22%, 15.06%

2011, (5%), 2.11%

2012, 13.3%, 16%

2013, 23%, 32.39%

2014, 13%, 13.69%

2015, 1.49%, 1.38%

2016, 20.88%, 11.96%

My portfolio had a cumulative 12 year return of +202.4% vs. +135.7% for the S&P 500.

That translates into a 12 year average annual return of 9.66% vs. 7.41%

Praveen Puri
Author of "Stock Trading Riches"
The Stock Trading Riches System discussion board: http://investorshub.advfn.com/boards/board.aspx?board_id=19287

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