2021 Performance Review

In 2021, my portfolio returned 21.16% and the S&P 500 index returned 28.71%. Cash holdings averaged 60.75% for the year. Personal Performance vs. S&P 500 Index (with dividends reinvested) Year Personal S&P 500 ------------------------------------------------------------- 2018 30.36 (4.38) 2019 11.59 31.49 2020 17.15 18.40 2021 21.15 28.71 ------------------------------------------------------------- Compounded Annual Gain 2018 - 2021 19.87% 17.65%

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