investment gurus: how is my portfolio doing?

[gadje]

this is my "21st century" portfolio. A small number of stocks. Here is how it did for the past few years. Thoughts?

[mattkime]

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?

[max]

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....

[GuyGene]

Uh, I need to let y'all boys be my investor!

[max]

GuyGene wrote:
Uh, I need to let y'all boys be my investor!

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.....
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....

[davester]

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.

[NewtonMP2100]

.....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%......

[GuyGene]

max wrote:
[quote=GuyGene]
Uh, I need to let y'all boys be my investor!

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.....
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.