Tag Archives: performance

2011 portfolio performance

It’s that time of year again. Time to put on the accountant’s hat, tally up the wins and losses for the year and see if my 2011 goals were met. In this post I’ll take a look at the performance of my portfolio in 2011 as well as some of the benchmarks that I follow. Here we go. If you’re interested in last year’s numbers, see here. Before I jump in to the performance numbers, its important that I make clear what my yearly goal is for my investments. I only have one goal every year,plain and simple. Here it … Continue reading

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Income investor dashboard 2011 performance

2011 was definitely a wild and wacky year for investments. Volatility and uncertainty returned to the markets with a vengeance. In my mind, 2011 was the year of the contrarian in spades. Usually being contrarian pays off handsomely but 2011 delivered in that regard more than usual. Can you remember back to Dec 2010 what the ‘consenus’ was on US treasuries, US markets vs foreign markets, and muni bonds? Well, those were all among the best performing asset classes of 2011. Lets jump in and take a look at the income investor dashboard performance for 2011 which will illustrate this … Continue reading

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