Investment Update -1 MAR 10

I suppose it’s pretty easy to look at our one year investment returns and celebrate. 

We’ve gained 64.9% since March 1, 2009.  During the past 52 weeks, we’re ahead of the S&P 500 index by 12.5% on a dollar per dollar comparison.

 This comparison assumes that for every dollar we put in our club (or for every dollar we had in our club) we could compare it equally with the S&P 500 and brag about coming on top by 12.5%.

 In U.S. dollars, our account sits at $532,987.27 including cash.

Before getting too smug (or selective in what we’re looking at) we should take a look at our two year performance.  Considering the market’s hammering in 2008, a two year comparison doesn’t look as pretty.

And anyone speaking about how their investments have performed should really focus on their last two years, not their last year.  The stock market, after all, got smashed and then has partly recovered since then.

Our account has risen just 5% during the past two years.

That gives us a 25% advantage over the S&P 500 (which is still down 20%)  and roughly a 33% advantage over the VEA first world international index since March 1, 2008.

Investors, for details about the portfolio, please login with your password and read the Invest ment report - 1 MAR 10. Its the post immediately after this.

Related posts:

1. Investment Update – 20 FEB 10
2. Investment Club Update – 28 JAN 10
3. End of Year Investment Report – 2009
4. Investment Update – 14 DEC 09
5. Investment Club Defies the Odds