“Lost Decade” of Investing? Not For This Portfolio
2009 is in the books, and of course much is being written about the “lost decade” of investing over the past 10 years. That may be the case for blue chip stocks of the S&P 500 index, which finished the period down 1.03 percent annualized.
For investors who embraced a diversified portfolio beyond domestic blue chip stocks long advocated at the Coffeehouse (first suggested in 1999), the decade was anything but “lost.”
Below are the numbers that show the returns over various time periods, with the 10-year number coming in at 5.74%.
Investors who completely ignored the daily ups and downs of the market, completely ignored the mindless daily chatter of Wall Street, and instead embraced this simple portfolio and got on with their lives, came out ahead once again.
Is it time for you to finally embrace the Coffeehouse investment philosophy in your life and in your portfolio?
Don’t let the next decade be another “lost decade” of investing. When it comes to investing, “time” is the most precious asset class of all.
|
|
|
ANNUALIZED |
|
|
|
RETURN |
|
|
|
|
|
|
1991 |
23.55% |
|
|
1992 |
9.57% |
|
|
1993 |
15.65% |
|
|
1994 |
-0.58% |
|
|
1995 |
22.90% |
|
|
1996 |
14.53% |
|
|
1997 |
17.95% |
|
|
1998 |
6.89% |
|
|
1999 |
8.30% |
|
|
2000 |
7.25% |
|
|
2001 |
1.88% |
|
|
2002 |
-5.56% |
|
|
2003 |
23.54% |
|
|
2004 |
13.80% |
|
|
2005 |
6.24% |
|
|
2006 |
15.15% |
|
|
2007 |
2.63% |
|
|
2008 |
-20.21% |
|
|
2009 |
20.26% |
|
|
|
|
|
|
|
|
|
19 YEARS |
|
9.10% |
|
|
|
|
|
10 YEARS |
|
5.74% |
|
|
|
|
|
5 YEARS |
|
3.79% |
|
|
|
|
|
2 YEARS |
|
-2.04% |











Facebook
RSS
Have a Question for Bill? Submit it here!