Investors: I’m having a good morning (sitting up in my bed) and the computer isn’t giving me a splitting head-ache, so I figured I’d send a few money-related thoughts. I checked on the 2 year performance of the S&P 500 Two years ago, the market was at a much higher level than where …
Category Archive: Performance Summary
Permanent link to this article: http://andrewhallam.com/2009/11/erformance-summary%e2%80%9324-november-09/
Oct
18
2009
Investment Club 12 month return continues to outpace the indexes
Considering that the markets were at a fairly low level 12 months ago, this is a pretty cushy report—to see how we’ve done from October 14th, 2008 to October 14th, 2009. Anyone’s account would look good during this 12 month span. But it’s comparing accounts to the market indexes which really sheds light on what’s …
Permanent link to this article: http://andrewhallam.com/2009/10/investment-club-12-month-return-continues-to-outpace-the-indexes/
Aug
04
2009
Report – Ahead of the S&P 500 by 20% over the past 52 weeks!
Investors: We’re ahead of the S&P 500 by 20% over the past 52 weeks. Here’s an idea where the stock markets have gone during the past year. Want more control over the chart? Try the Interactive Chart. Above, you can see a one year chart from August 3rd, 2008—right before the markets went into a free-fall. …
Permanent link to this article: http://andrewhallam.com/2009/08/report-ahead-of-the-sp-500-by-20-over-the-past-52-weeks/
Jul
25
2009
Update: Recent Gains Puts Us Ahead of Equity Based Mutual Funds
We’ve continued to distance ourselves from the market this week. I’m not normally one for giving short term performance numbers (because they don’t tend to mean much over the long haul) but I am happy to see that our account is only down 6% during the past 52 weeks. I’ve made comparisons with the mutual …
Permanent link to this article: http://andrewhallam.com/2009/07/update-recent-gains-puts-us-ahead-of-equity-based-mutual-funds/
Jul
23
2009
Performance Summary – 23 July 09
Our Performance: Over the past 52 weeks, we have had a 9.9% advantage over the S&P 500 index. Our 52 week return is minus 12.0%. For fun, I’ll put this performance in perspective. The largest and one of the most respected mutual fund companies in the U.S. is called “American Funds”. We …
Permanent link to this article: http://andrewhallam.com/2009/07/performance-summary-23-july-09/
Welcome! I’m Andrew Hallam
Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book: Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School.
If you'd like to find out more about my investing philosophy, read my "Nine Laws to Financial Freedom."
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