Simply Investing Track Record: A Gain of over 163% Since 1999
$100 invested in 1999...
|Simply Investing Portfolio||$100.00||$122.51||$157.34||$161.82||$151.43||$141.77||$257.83||$231.14||$297.60||$187.19||$191.27||$231.05||$239.56||$263.08|
|S&P 500 Index||$100.00||$89.30||$77.69||$59.59||$75.62||$82.35||$84.82||$96.35||$99.82||$61.39||$75.82||$85.52||$85.49||$96.95|
Annual Return (2000 - 2012)
|2000||2001||2002||2003||2004||2005||2006||2007||2008||2009||2010||2011||2012||Overall Gain 1999 to 2012|
|Simply Investing Portfolio||22.51%||28.43%||2.85%||-6.42%||-6.38%||81.86%||-10.35%||28.75%||-37.10%||2.18%||20.80%||3.68%||9.82%||163.08%|
|S&P 500 Index||-10.70%||-13.00%||-23.30%||26.90%||8.90%||3.00%||13.60%||3.60%||-38.50%||23.50%||12.80%||-0.04%||13.41%||-3.05%|
Why the chart and tables above are not really that important!
Because they represent potential returns. Quick test for you: Suppose you buy a stock for $20 and in 12 months the price drops to $8 how much money have you lost? Nothing! You did not lose any money because you did not sell the stock you still own it. You only lose or gain money when you sell. Actually in the case of dividends you gain money just by holding stocks, no selling required.
Some stocks in our Portfolio have been there for more than a decade. No losses have been incurred because those stocks have not been sold. This fact is not clearly represented in the chart or tables above. Notice the negative returns in 2003, 2004, 2006 and 2008? We did not lose any money because no stocks were sold at a loss.
The chart and tables above are only displayed here because people want to compare results with mutual funds. The mutual fund industry generally has a short-term outlook, usually 12 months. Any growth they can show in 12 months allows them to get their promotional materials ready for the new fiscal year to attract new customers and capture market share from their competitors. Our focus is long-term and on income generation thru dividends.
I am not an investment advisor, certified financial planner, or broker. I am a value investor, and have been for more than a decade. The information provided here is for educational purposes. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. Past performance is not a guarantee of future results.
What then is really important?
The following is what really counts:
Has the income generated from the Simply Investing Portfolio increased each year?
Has every stock sold in the Portfolio sold for a positive gain?
Are the majority of companies in the Portfolio still continuing to increase dividends?
The Performance Graph above shows a comparison of cumulative total returns for the Simply Investing Portfolio, and the Standard & Poor’s 500 Stock Index. The graph assumes that $100 was invested on the last trading day in 1999 in the Simply Investing Portfolio and the S&P 500 Index, and that dividends were reinvested. This value represents the overall gain since inception to January 1, 2013.