Post #3042 by DaveGoldman on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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Nice to run into you again, Moe!

Just for curiosity do you have returns that you've gotten over the years that you can share and if so what has been your holding period.

1-year holds, divided over 4 portfolios that each start in a different quarter:

Year	PEG		S&P 500 (include div.)
1999	68.72%		21.04%
2000	33.19%		-9.10%
2001	5.84%		-11.89%
2002	-10.36%		-22.10%
2003	21.98%		28.68%
2004	3.88%		10.88%
2005	27.81%		4.91%
2006	19.07%		15.79%
2007	8.57%		5.49%
2008	-58.29%		-37.00%
2009	28.11%		26.46%
2010	24.77%		15.06%
2011	-17.49		2.11%
2012	23.55%		16.00%
2013	45.82%		32.39%
2014	15.13%		13.69%
2015	-11.65		-0.81%
2016	0.38%		9.62%
2017	15.50%		19.38%
2018	-24.34%		-6.35%
2019	31.24%		28.79%
2020	5.38%		16.11%
2021	39.80%		27.04%
2022	-4.18%		-19.48%
2023	25.20%		24.22%
2024	125.94		23.39%
	
Overall	12.36%		7.42%

-- Dave

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