tag:blogger.com,1999:blog-2308881368473451342.post8898387105003270983..comments2023-08-03T03:50:28.359-04:00Comments on The Mousetrap: 1/1/2015 End of the Year reviewteclontzhttp://www.blogger.com/profile/08397130086867288340noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2308881368473451342.post-78916798008992688832015-01-07T00:06:45.436-05:002015-01-07T00:06:45.436-05:00Hi Wil,
Haven't had a change to run the numbe...Hi Wil,<br /><br />Haven't had a change to run the numbers yet. I'm thinking it was more like 2%. Steve's sector fund only pulled in 29%.<br /><br />Moving day today. New house is in total chaos. Will update soon.<br /><br />Timteclontzhttps://www.blogger.com/profile/08397130086867288340noreply@blogger.comtag:blogger.com,1999:blog-2308881368473451342.post-456921908397118572015-01-06T09:08:01.889-05:002015-01-06T09:08:01.889-05:00Hi Tim,
Happy New Year to you and your family. Let...Hi Tim,<br />Happy New Year to you and your family. Let’s hope this year will be a good one for investors. <br />I have a question: in this first posting of 2015 you showed the results of the sector model and of your personal account. Both results were far beyond what most money managers were able to produce. However, the result for the large portfolio is not visible. <br />I have made some quick calculations. I saw that on 1/5/2014 the large portfolio had grown by 28.75% annually and by 2015 the CAGR has ‘shrunk’ to 21.5%, which is still very, very impressive. Probably the result for the year was in the 1% range or so?<br />Even the greatest investors have had negative years, so there is no need to feel reluctant to show the figures. Or maybe you just forgot?<br />Regards,<br />Wil<br />Unknownhttps://www.blogger.com/profile/16835045257232146767noreply@blogger.com