Boomers Investing Portfolio - Track Record
(updated in last week of each calendar month)
Boomer's Revenge Expiration Month Results
| Period | Change in SPY |
Change in Portfolio |
Cash Withdrawn |
Cumulative Withdrawals |
|---|---|---|---|---|
| 2nd Qtr, 2009 |
+13.2% | +16.9% | $1500 | $1500 |
| 3rd Qtr, 2009 |
+15.3% | +20.6% | $900 | $2400 |
| 4th Qtr, 2009 |
+3.3% | +19.8% | $1800 | $4200 |
| 1st Qtr, 2010 |
+4.8% | +1.3% | $1200 | $5400 |
| First Full Year |
+36.6% | +58.6% | ||
| 2nd Qtr, 2010 |
-3.1% | +1.9% | $600 | $6000 |
Note: First year results were actually higher than above numbers because of the cash withdrawn to maintain portfolio value near $10,000. If that money had been re-invested in the same portfolio when it was withdrawn, total gains would be greater.
Please check back on this Track Record page frequently. It will be updated on the last week of each calendar month.