In 2022, my portfolio returned 5.78% and the S&P 500 index returned -18.11%. Cash holdings averaged 46% 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 2022 5.78 (18.11) ------------------------------------------------------------- Compounded Annual Gain 2018 - 2022 16.91% 9.43%
Another excellent year Eric! Congrats. I think this market, having returned to more historic interest rate reality, should continue to solidly favor your investment style - even more so than in the past. I'd bet you continue to outperform. Look forward to future updates - I read them with great interest.
One question - do you have other investments besides these public market investments? Have they over or underperformed your public investments? If you feel so inclined, I'd be curious to know your "overall" performance including % of other investments you may have (private co's, debt, other types of investments, etc.) I track all on one ss and include those in my overall yearly performance. For example, I'm at 63% public equities, 18% real estate and debt investments (not including house), 19% private investments (based on most recent marks). Overall, over the period you report I'm ahead of the S&P even with some lower than market debt dragging returns, but not as high as your performance :)
Another excellent year Eric! Congrats. I think this market, having returned to more historic interest rate reality, should continue to solidly favor your investment style - even more so than in the past. I'd bet you continue to outperform. Look forward to future updates - I read them with great interest.
One question - do you have other investments besides these public market investments? Have they over or underperformed your public investments? If you feel so inclined, I'd be curious to know your "overall" performance including % of other investments you may have (private co's, debt, other types of investments, etc.) I track all on one ss and include those in my overall yearly performance. For example, I'm at 63% public equities, 18% real estate and debt investments (not including house), 19% private investments (based on most recent marks). Overall, over the period you report I'm ahead of the S&P even with some lower than market debt dragging returns, but not as high as your performance :)