Performance Update

I stopped posting these after a PC disaster that trashed the tracking data, then got lazy even though the PC was replaced and the disaster was recovered. It is now 10 years since I retired and started tracking my investment performance, so I thought it was a good time to restart with a stake in the ground. Retirement tracking starts with a base at 12/13/2001, blog inception with a base of 12/31/2005 although both started before year-end, just makes annual tracking easier.

Measure Retirement Blog Inception
Absolute Performance 83.4% 49.2%
Relative Performance (vs. FMAGX) 82.7% 56.0%
Relative Performance (vs. HSGFX) 20.3% 50.4%
Relative Performance (vs. Fed) 44.0% 29.8%

Relative performance is based on a relative return fund, FMAGX, an absolute return fund, HSGFX, and, “the Fed,” CPI-U price inflation.

The message of the last ten years is that I have to do a better job of avoiding giving back my profits, mostly by letting my emotions and impatience rule my head. We’ll see.

12/31/2011 portfolio.

Asset class % Allocated Comment
Food & Agriculture 0
Energy 0
Financial Services Shares 0
Market Timing – Bear 7.3 NDX and RUT Put options
Market Timing – Bull 0
Metals & Mining 0
Infrastructure 0
Fixed Income & Currency 84.9 US Treasuries, TLT calls, NLY
Cash 7.8 Cash, essentially all FDIC-insured.
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