Performance

I believe that anybody who routinely passes judgment on publicly-traded stocks, their managers, and other investors has an obligation to disclose their own performance. My performance numbers are not independently audited and would only be compliant with GIPS through a miracle of coincidence. Nevertheless, it's a sincere effort to accurately record and reflect how my own personal accounts have performed. These are "real money" accounts, not models or paper portfolios.


Five Year Annualized (ending 2013)
Portfolio A - +21,7%
Portfolio B - +19.3%
Combined portfolios - +20.7%
S&P 500 - +17.9%
Nasdaq - +22.9%

Three Year Annualized (ending 2013)
Portfolio A - +18.9%
Portfolio B - +16.6%
Combined portfolios - +18.1%
S&P 500 - +16.2%
Nasdaq - +17.7%

2013
Portfolio A - +34.9%
Portfolio B - +25.7%
Combined portfolios - +31.0%
S&P 500 - +32.4%
Nasdaq - +31.0%

2012
Portfolio A - +27.3%
Portfolio B - +26.8%
Combined portfolios - +27.1%
S&P 500 - +16.0%
Nasdaq - +17.5%

2011
Portfolio A - (2.8%)
Portfolio B - (0.8%)
Combined portfolios - (2.2%)
S&P 500 - (0.0%)
Nasdaq - (1.8%)

2010
Portfolio A - +25.2%
Portfolio B - +19.4%
S&P 500 - +12.8%
Nasdaq - +16.9%

2009
Portfolio A - +29.3%
Portfolio B - +27.5%
S&P 500 - +23.5%
Nasdaq - +43.9%

2008
Portfolio A - (29.0%)
Portfolio B - (25.0%)
S&P 500 - (38.5%)
Nasdaq - (40.5%)

2007
Portfolio A - (7.7%)
Portfolio B - +2.1%
S&P 500 - +3.5%
Nasdaq - +9.8%

2006
Portfolio A - +33.1%
Portfolio B - +42.5%
S&P 500 - +13.6%
Nasdaq - +9.5%

2005
Portfolio A - +9.9%
Portfolio B - +8.6%
S&P 500 - +3.0%
Nasdaq - +1.4%

2004
Portfolio A - +9.0%
Portfolio B - +19.4%
S&P 500 - +9.0%
Nasdaq - +8.6%

2003
Portfolio A - +69.4%
Portfolio B - +40.1%
S&P 500 - +26.4%
Nasdaq - +50.0%

My records prior to 2003 aren't consistent/complete enough for reliable performance numbers.