I just figured out my investment results since July, 2002. Since
I feel free to post all sorts of investment tidbits on this site I
figured I should also post my results. The portfolio is a joint
trading account owned by my wife and I. The result reflects only
the costs incurred to date, liquidation would incur some trading costs
that haven't been factored in and the taxes that would be incurred are
not factored in either. However, taxes incurred up to this point
have been. Anyway, I feel a long term record (5-10 years) is the
best judge of performance. I'm also interested in relative
performance (comparison to an index) over the same time frame.
I'll probably end up posting these results in 6 month intervals as a
check to myself. If I can't beat the indexes over time I might as
well invest in them. This is as much to keep me honest as to keep
you informed.
4:37:06 PM #
| Ed's Portfolio S&P500 |
18.35% 11.88% |
| NASDAQ | 36.38% |
| Wilshire 5000 | 14.31% |
4:37:06 PM #
Copyright 2004 Edward Goodwin
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