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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1115)	9/5/2022 7:51:11 PM
From: Steve Felix	Read Replies (1) \| Respond to of 21804

"I have had a few people tell me they don't know how to interpret the results of this portfolio" I can't speak for others, but I figured the portfolio was no longer worth following at the end of 2011, when you claimed a 17%+ gain when the S+P was up 2.10% with dividends reinvested for the year. "2010: $54,949.87 ... 2011: $70,221.20" IRA accounts were limited to $5000 then. Add in $35 a month into the TSP and you have a total of $60,409.87. Total for 2011 = $70,221. $70,221 - $60,410 = $9811. $9811.13 divided by $54,950 = 17.85%. S+P 500 annual returns: S&P 500 Annual Returns (upmyinterest.com) Which were the big winners? ABT - 54.236 ADP - 37.208 BP - 38.088 CL - 24.229 CVX - 22.034 DEO - 28.774 EPD - 57.962 FTR - 18.025 GIS - 49.90 JNJ - 41.824 KMB - 25.248 KMP - 33.529 KO - 53.033 LMT - 21.306 MCD - 23.193 MMP - 38.397 MO - 97.862 NUE - 53.153 O - 76.174 PEP - 32 PM - 31.36 SO - 43.427 SYY - 68.462 UHT - 63.539 D - 46.29 FTR - 242.392 PG - 33.291 VZ - 109.934