Monday, October 1, 2007

Performance

Below is a performance chart and underlying data back to 2008 when I started publicly tracking my income portfolio. The chart graphs my Income Stock portfolio and the S&P 500 (VFINX). See important information below the chart.



The performance in 2008 was calculated using the old MSN’s Deluxe Portfolio at MoneyCentral. MSN discontinued this product on November 4, 2009. From 2009 forward, performance was calculated using xirr() in an Excel model. Performance takes into account purchases, prices paid, dividends received and sales.

The value column is a hypothetical $100 investment in each at the market's close on 12/31/2007, or whenever the portfolio was started. The investment grows at the performance rate each year. The calculated return was based on all dividends reinvested in the portfolio (not necessarily in the security that generated them).

As with all investments, past performance is no guarantee of future results.

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