Friday, September 19, 2003
I just figured out my investment results since July, 2002.  Since I feel free to post all sorts of investment tidbits on this site I figured I should also post my results.  The portfolio is a joint trading account owned by my wife and I.  The result reflects only the costs incurred to date, liquidation would incur some trading costs that haven't been factored in and the taxes that would be incurred are not factored in either.  However, taxes incurred up to this point have been.  Anyway, I feel a long term record (5-10 years) is the best judge of performance.  I'm also interested in relative performance (comparison to an index) over the same time frame.  I'll probably end up posting these results in 6 month intervals as a check to myself.  If I can't beat the indexes over time I might as well invest in them.  This is as much to keep me honest as to keep you informed.

Ed's Portfolio
S&P500
18.35%
11.88%
NASDAQ 36.38%
Wilshire 5000 14.31%


4:37:06 PM  #