Monday, December 24, 2007

Me vs SP500

Okay, so I have been trying to analyze myself versus the SP500 for some time now, and due to the fact that I've had a number of accounts, I'm constantly adding and removing funds, and some laziness, I've finally come up with some preliminary numbers. But these numbers do not give a complete picture. When I first started, I was playing with a much smaller portfolio than I am now. And there are some years where I needed to reduce my leverage. Actually, I consider myself very lucky in that during my worst year, I reduced my leverage the most. So even though the % loss that year was very high, it was a smaller (but still substantial) loss of my net balance.


Year SP500% Me%
1994 -1.56 -
1995 34.11 0
1996 20.3 7.2
1997 31 19.3
1998 26.7 0.4
1999 19.5 73.9
2000 -10.1 31.7
2001 -13.1 8
2002 -23.4 -19.6
2003 26.4 -42.5
2004 9 35.5
2005 3 -22.9
2006 13.9 41.6
2007 3.6 29.9

1 comment:

Unknown said...

eyNice job.
So you are still committed to the self-manage investemnt philosphy?
I like your resolve. You got spunk.