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No. of Recommendations: 4
Sometimes the markets are choppy. It went down a lot in the last quarter, and this quarter it went up a lot (all relative). Pity those following value strategies, from the perspective of index fund cumulative returns the past decade has favored growth stocks. This has been going on since the early 2000s. There have likely been time frames when value beat growth, but looking at overall returns to the indexes growth was definitely the place to be. A few years ago my IRR was around 3.5% greater than the R3000 index, the past couple of years have narrowed that down to just 1.4%. It is still satisfactory, but the seed of doubt is ever present.

The returns of my portfolio versus those of several Russell indexes through 29-Mar-2019 are as follows:

Portfolio Inception Date IRR R3000 R2000
Real Money 02-Feb-2006 +9.88% +8.43 +7.23

The following table details performance (IRR) over various time frames through the end of the quarter:

Portfolio 10 year 5 year 3 year 1 year
Real Money +18.34 +6.94 +7.22 -3.52
R3000 +16.00 +10.36 +13.49 +8.77
R2000 +15.36 +7.05 +12.92 +2.05

I currently have several tracking portfolios that I maintain as additional points of reference based on a free data source available from the internet. These portfolios are rebalanced annually near the date of inception. The annualized returns of these portfolios versus those of several Russell indexes through 29-Mar-2019 are as follows:

Portfolio Inception Date IRR R3000 R2000
MG1 08-Jan-2012 +7.76 +13.85 +12.02
MG1-lgcap 01-Jan-2014 +11.19 +10.27 +6.95


Working to stay resolute,
j
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