Posts Tagged ‘performance’

Net Worth Review
The S&P500 basically traded sideway in July going from 1280.00 to 1267.38, or a -1% decline in value. According to NetworthIQ, my net worth dropped another -2.04% — mostly due to the value of my house. Fortunately, my net investable assets actually went up +1.61%, or from 22.59% to 22.94% of $1 [...]

Net Worth Review
Wow, June was a terrible month for stock investors. Bad economy, Midwest flood, inflation, high oil price, among other factors added up to an -8.6% drop for the S&P500 — from 1400.38 to 1280.00! According to NetworthIQ, my net worth went down -3.04% — mostly due to my retirement and stock investments, [...]

Net Worth Review
I have been so busy in May working on the launch of PF Buzz that I didn’t keep up with the market news at all. In the end, the S&P 500 index went up +1.07% from 1385.59 to 1400.38, and according to NetworthIQ, my net worth went up +0.97%. The really [...]

In “Beating the S&P 500, part 1,” I showed you my my investment performance that beaten the S&P 500. In this post, I will show you another way to look at these numbers and reveal how I managed the feat.
Here is a different look at the numbers
The following table shows how $10,000 invested in my [...]

You may have heard the phrase “beat the market. ” In this case, the market usually refers to the S&P 500 index. There are other U.S. indices such as, DJIA, NASDAQ 100, NASDAQ Composite, Russell 2000, Wilshire 5000, and many other domestic and international ones. However, the S&P 500 is by far the most used [...]