Thread: Investing 102
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Old 04-02-2013, 07:28 AM
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GregWeld GregWeld is offline
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I was fooling around in my Schwab account this morning - just kind of reviewing the quarter that just finished (January / February / March) and compared some of the names I own in this account vs the Benchmark S&P 500

We always are talking about "investing" vs trading vs gambling etc -- so I find real actual numbers to do the talking vs the "I think" kind of statements...


Large Company - Benchmark S&P 500 46.21%



AT&T (T) has a 3 year cumulative return of 71.75%


Altria (MO) " " " " 98.93%


American International Group (AIG) " 84.76%


Consolidated Edison (ED) " " 57.79%


Kinder Morgan Partners (KMP) " 62.77%



Small Company uses the Russell 2000 Benchmark -- 50.94%



National Retail Partners (NNN) " 92.61%


StoneMor Partners LP (STON) " 69.36%


There's a few more in my personal account - but you get the drift.... it's too much typing to do them all... and by the way NONE of these are recommendations for anyone to own - they're just examples from my own account. If you have a Schwab account you can find this info for your own stocks and might find it interesting to see how you're doing versus a benchmark.

This is THREE STINKING YEARS.... and while none have actually doubled a couple are close. So beating a dead horse.... do you really need to gamble to make a few bucks? Will these numbers "hold" going forward? Who knows....
Have we had an extraordinary run since 2008.... Yeah... but we also went down "too much" so we have to average back up. Over the longer terms - we want good steady averages - and we shouldn't get caught up in the bumps and lumps along the way.

Last edited by GregWeld; 04-02-2013 at 07:31 AM.
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