Sunday, May 17, 2020

2019 recap: how did I do?

At the beginning of 2019, I finally decided to benchmark my stock picks + fund choices so I could stop fooling myself about how well or poorly I'm doing vs. the market. I say "finally" because ever since I first started investing back in the mid 90's, I have not ever been truly able to say whether I beat the market or not. Why would I be so stupid? For the same reason I never balance my checkbook or keep a budget: laziness, pure and simple.

So... did I own Mr. Market, or was I owned?

Owned.

According to this page, here's how the major indexes did:
  • NASDAQ = 35.2%
  • S&P 500 = 28%
  • DOW = 22.3%
And me

  • JEFF = 26% (all funds/stocks in Schwab, Vanguard and Dell)
Shazbat.