Thursday, January 5, 2017

12 Year Return of My "Stock Trading Riches" System vs. Total Return on the S&P 500 (Including Dividends)


For the last 12 years, I have been trading my investment account according to the system I wrote about in my book Stock Trading Riches, and have been publishing the results on my book's message board.

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%

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