No. of Recommendations: 20
Nice to run into you again, Moe!
Just for curiosity do you have returns that you've gotten over the years that you can share and if so what has been your holding period.1-year holds, divided over 4 portfolios that each start in a different quarter:
Year PEG S&P 500 (include div.)
1999 68.72% 21.04%
2000 33.19% -9.10%
2001 5.84% -11.89%
2002 -10.36% -22.10%
2003 21.98% 28.68%
2004 3.88% 10.88%
2005 27.81% 4.91%
2006 19.07% 15.79%
2007 8.57% 5.49%
2008 -58.29% -37.00%
2009 28.11% 26.46%
2010 24.77% 15.06%
2011 -17.49 2.11%
2012 23.55% 16.00%
2013 45.82% 32.39%
2014 15.13% 13.69%
2015 -11.65 -0.81%
2016 0.38% 9.62%
2017 15.50% 19.38%
2018 -24.34% -6.35%
2019 31.24% 28.79%
2020 5.38% 16.11%
2021 39.80% 27.04%
2022 -4.18% -19.48%
2023 25.20% 24.22%
2024 125.94 23.39%
Overall 12.36% 7.42%
-- Dave
