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+--- Thread: investment gurus: how is my portfolio doing? (/showthread.php?tid=205365)
investment gurus: how is my portfolio doing? - gadje - 05-28-2017
this is my "21st century" portfolio. A small number of stocks. Here is how it did for the past few years. Thoughts?
Re: investment gurus: how is my portfolio doing? - mattkime - 05-28-2017
Why is it without fees? Were there no fees/ taxes paid during that time?
How does this compare to the overall market? How does it compare to the general market, compensating for the risk category?
Re: investment gurus: how is my portfolio doing? - max - 05-28-2017
Take out compounded fees, out of it, then do the comparison.
I am up 24% since election, without having to pay any fees to anybody....
Re: investment gurus: how is my portfolio doing? - GuyGene - 05-28-2017
Uh, I need to let y'all boys be my investor!
Re: investment gurus: how is my portfolio doing? - max - 05-28-2017
GuyGene wrote:You dont need one, a blind monkey could have done the same without any fees, just by sticking the money into an S&P500 index. That by itself did 20% since the election.....
Uh, I need to let y'all boys be my investor!
https://www.google.com/search?q=s%26p500+chart&oq=S%26P500&aqs=chrome.2.69i57j0l5.12195j0j7&sourceid=chrome&es_sm=91&ie=UTF-8
OTOH we may have reached a plateau for a while....
Re: investment gurus: how is my portfolio doing? - davester - 05-28-2017
1. Fees often make a huge difference in return so see if there's an option to to include fees on that graph.
2. You need to turn on one or more comparators (S&P 500, DJIA, NASDAQ) to see how you did relative to the overall market.The graph is useless with nothing to compare to. Most investment sits will have that.
Re: investment gurus: how is my portfolio doing? - NewtonMP2100 - 05-28-2017
.....locked in some Savings Bonds @ 4%......at the time thought it was low but compared to bank rates these day....happy to have locked in 4%......
Re: investment gurus: how is my portfolio doing? - GuyGene - 05-29-2017
max wrote:You dont need one, a blind monkey could have done the same without any fees, just by sticking the money into an S&P500 index. That by itself did 20% since the election.....
[quote=GuyGene]
Uh, I need to let y'all boys be my investor!
https://www.google.com/search?q=s%26p500+chart&oq=S%26P500&aqs=chrome.2.69i57j0l5.12195j0j7&sourceid=chrome&es_sm=91&ie=UTF-8
OTOH we may have reached a plateau for a while....
Blind monkey...
miley-laughing001: Years ago, I did see an experiment where they used a chicken pecking on stock market page for investment, then a real,stock broker. Chicken pecking did either better or as good, I forgot. Those investment boys might not be as good as their pay indicates.