Just played around a bit and there was good news and bad news.
Most of my real port was in the SP500 and Russell until last year, so life is good. I did have a few smallish taxable ports I held just a few stocks in through your entire 2009 to present period.
The beloved DGI JNJ- 11.27% vs 14.34% That's a pretty significant miss but I can live with it.
XEL, my best stock ever. 15.77%, Not reality though because I bought every dip like I believed for 20+ years. It's about a 10 bagger for me. A Utes of all things is my best pick ever.
PFE was underwhelming. 11.6% during your date range. Problem is I bought most of it around 1998 so only 5.27% Take PFE back to 1985 and $10,000 is almost a cool half a milly. I am only sitting on like $4K Valuation for every $1000 invested. 21 yrs ago so pretty weak.
Had a smallish trading account I played with and got burned bad on KMI and SDRL 4-5 years ago. Let's not talk about a few penny stocks. It was supposed to be fun but it wasn't lol. That was gambling money. Good thing because I lost over half of it and that's with some good stocks like AAPL and MSFT mixed in their. That was a horrible adventure.
Took complete control of my retirement funds last year. You'll have to tell me what you think of my 2019 returns through NOV. My modest goal was minimum 4% through good and bad years, with a real shot at 6-8%. This port has been about 50% cash on average all year. The other half DGI and Utes with my extreme use of put and call sales to further reduce risk since I thought the big one was surely coming by now. Anyway my 2019 return is about 17% overall. I can live with that given my asset allocation. I think the S&P is up about 27% so risk on would have obviously done better. IMO my risk posture was only 40% of the S&P most of the time.
Most of my real port was in the SP500 and Russell until last year, so life is good. I did have a few smallish taxable ports I held just a few stocks in through your entire 2009 to present period.
The beloved DGI JNJ- 11.27% vs 14.34% That's a pretty significant miss but I can live with it.
XEL, my best stock ever. 15.77%, Not reality though because I bought every dip like I believed for 20+ years. It's about a 10 bagger for me. A Utes of all things is my best pick ever.
PFE was underwhelming. 11.6% during your date range. Problem is I bought most of it around 1998 so only 5.27% Take PFE back to 1985 and $10,000 is almost a cool half a milly. I am only sitting on like $4K Valuation for every $1000 invested. 21 yrs ago so pretty weak.
Had a smallish trading account I played with and got burned bad on KMI and SDRL 4-5 years ago. Let's not talk about a few penny stocks. It was supposed to be fun but it wasn't lol. That was gambling money. Good thing because I lost over half of it and that's with some good stocks like AAPL and MSFT mixed in their. That was a horrible adventure.
Took complete control of my retirement funds last year. You'll have to tell me what you think of my 2019 returns through NOV. My modest goal was minimum 4% through good and bad years, with a real shot at 6-8%. This port has been about 50% cash on average all year. The other half DGI and Utes with my extreme use of put and call sales to further reduce risk since I thought the big one was surely coming by now. Anyway my 2019 return is about 17% overall. I can live with that given my asset allocation. I think the S&P is up about 27% so risk on would have obviously done better. IMO my risk posture was only 40% of the S&P most of the time.