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No. of Recommendations: 5
Here is a quick update on portfolio results for the period ending Sep 30, 2019.

The returns of my portfolio versus those of several Russell indexes through 30-Sep-2019 are as follows:
 
Portfolio Inception Date IRR R3000 R2000
Real Money 02-Feb-2006 +9.62% +8.51 +6.93

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 +12.54 +6.04 +5.45 -6.87
R3000 +13.08 +10.44 +12.83 +2.92
R2000 +11.19 +8.19 +8.23 -8.89

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 30-Sep-2019 are as follows:

Portfolio Inception Date IRR R3000 R2000
MG1 08-Jan-2012 +7.40 +13.65 +11.13
MG1-lgcap 01-Jan-2014 +11.16 +10.31 +6.25


Still working to stay resolute,
j
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