Investing, 2013 year-end


On the last day of 2013 my total ROIC since 2002 was 41%

The S&P 500 returned 121% for the same period. 



Comments

Post a Comment

Popular posts from this blog

Investing, 2012 year-end

Image
On the last day of 2012 my total ROIC since 2002 was  18% .  The S&P 500 returned 88% for the same period. In 2012 I withdrew twenty five dollars from my investment accounts for a down payment on another house, fourteen of which were realized investment gains, and the remaining eleven dollars came from invested cash. 
Read more

Investing, the early years (2002-2011)

Image
On the last day of 2011 my total ROIC since 2002 was  48% , or a little over five percent per year, for nine years.  The S&P 500 returned over 70% for the same period. In the fall of 2002 I began investing by opening a ROTH IRA retirement account with approximately sixteen dollars. The funds were allocated to a diversified portfolio of funds managed by a financial planner. I contributed small amounts each year through about 2009.  In 2004 I opened a traditional retirement account through the federal government Thrift Savings Plan (TSP) to invest some of the tax-free combat pay I would collect while deployed to Iraq. I contributed approximately three dollars for the year.  In 2005 I contributed about another three dollars of combat pay to the TSP and a nominal amount to the ROTH IRA. I also bought a house for no money down using the VA Loan. From 2006 to 2011 I paid little attention to the retirement accounts and collected some rental income from the house. I est...
Read more

Investing, 2020 year-end

Image
On the last day of 2020 my ROIC since 2002 was 377% The S&P 500 returned 213% for the same period.  Retirement: 50%, Brokerage: 50% At the beginning of February I sold sixty percent of my TSLA shares at $185. Then at the end of February I bought TSLA again at $160, then at $70.  In June I sold forty two percent of my TSLA shares. Then in September I sold thirty six percent of my remaining TSLA shares. At year end my remaining TSLA shares were forty three percent of my portfolio with a total unrealized gain of 709%  In November and December I bought TDOC at $196. At year TDOC was seven percent of my portfolio with a total unrealized gain of 0.8% In September I bought WORK at $29.1. At year end WORK was my six percent of my portfolio with a total unrealized gain of 45% In March I bought SQ at $44.6. At year end SQ was four percent of my portfolio with a total unrealized gain of 385% In October I bought PACB at $12.3. At year end PACB was four percent of my portfolio wi...
Read more