Showing posts with label investing. Show all posts
Showing posts with label investing. Show all posts

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%