My All-Time Investment Performance January 2015

My All-Time Investment Performance January 2015

Continuing on my tradition from last year I have calculated my cumulative investment returns from 2006 until now against the SP500. The good news is that I am still pretty handily beating the SP500, especially when it comes to my individual stock investments, but the bad news is that I trailed the market by a few percentage points this year. Given my massive outperformance last year I can’t be too upset about trailing by a few points.

During the 9 years I have been tracking my investments closely enough to calculate returns the SP500 has produced annualized returns of 6.47%. During the same period of time all of the investments in my Retirement Nestegg have produced 7.36% annualized returns which is nice to be beating the market. But where I am really proud of is that my individual stock picks which now make up more than half of my portfolio have returned annualized returns of 12.17% which is nearly double what the SP500 has returned. If I am able to keep this up financial independence is not too far around the corner

Cummulative Returns By Year
Total Investment Performance 2014
YearSP500MFJ NesteggMFJ Stocks
200615.79%14.37%14.20%
200722.15%20.66%22.48%
2008-24.78%-37.23%-22.84%
2009-4.88%-16.68%4.77%
20106.99%3.82%43.47%
20117.32%-1.92%40.19%
201221.78%15.85%54.56%
201357.83%74.01%160.55%
201475.80%89.51%181.16%

Yearly Returns By Year

YearSP500MFJ NesteggMFJ Stocks
200615.79%14.37%14.20%
20075.49%5.50%7.25%
2008-38.42%-47.98%-37.00%
200926.46%32.75%35.78%
201012.48%24.60%36.94%
20110.31%-5.53%-2.29%
201213.47%18.12%10.25%
201329.60%50.20%68.58%
201411.39%8.91%7.91%
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