Below is a chart of how our investment portfolio performed against the S&P 500 index and the 30-year Treasury based on the January 3, 2012 rate (found here).
Our portfolio exceeded the guaranteed rate (30-yr treasury) by almost double. However, the S&P 500 exceeded our 2012 return by more than double.
Below is the cumulative performance of our investment strategy since 2006 when we codified our investment approach in the last quarter of 2005. We have compared our performance to the indexes indicated, based on $10,000 invested over the subsequent period of time.
| Year | Dow Indu. | $ 10,000.00 | S&P 500 | $ 10,000.00 | Nasdaq | $ 10,000.00 | NLO Portfolio | $ 10,000.00 |
| 2006 | 16.29% | $ 11,629.00 | 15.74% | $ 11,574.00 | 9.52% | $ 10,952.00 | 18.30% | $ 11,830.00 |
| 2007 | 6.43% | $ 12,376.74 | 5.46% | $ 12,205.94 | 9.81% | $ 12,026.39 | 19.80% | $ 14,172.34 |
| 2008 | -33.84% | $ 8,188.45 | -37.22% | $ 7,662.89 | -40.54% | $ 7,150.89 | 14.35% | $ 16,206.07 |
| 2009 | 18.82% | $ 9,729.52 | 27.11% | $ 9,740.30 | 43.89% | $ 10,289.42 | 36.65% | $ 22,145.60 |
| 2010 | 11.02% | $ 10,801.71 | 14.32% | $ 11,135.11 | 16.91% | $ 12,029.36 | 7.14% | $ 23,726.79 |
| 2011 | 5.53% | $ 11,399.05 | 0.00% | $ 11,135.11 | -1.80% | $ 11,812.83 | 6.20% | $ 25,197.85 |
| 2012 | 7.26% | $ 12,226.62 | 16.20% | $ 12,939.00 | 15.91% | $ 13,692.25 | 7.80% | $ 27,163.28 |
6 responses to “2012 Performance Review”