I happen to think that anybody who routinely passes judgment on publicly-traded stocks, their managers, and other investors has a particular 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.
Five Year Annualized (ending 2011)
Portfolio A - +0.8%
Portfolio B - +3.7%
S&P 500 - (3.0%)
Nasdaq - +1.9%
Three Year Annualized (ending 2011)
Portfolio A - +25.5%
Portfolio B - +22.9%
Combined portfolios - +25.2%
S&P 500 - +18.0%
Nasdaq - +28.5%
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.
