Tuesday, December 03, 2019

Asset Returns


A list of various asset returns for the year and the period 2008-2019.  This is through December 2 and likely doesn't include the drop we've seen at the beginning of trading today.  A balanced list of all of these assets would have returned about 14.40% this year.  Annualized and simply holding all 15 of these various assets 2009-2019 would have yielded 4.16%.  I'm assuming this takes into account all the horrible declines in 2008 and doesn't start on December 31st of that year.  

The list comes from the excellent twitter feed of Charlie Bilello which you can find here. Also long US large Caps, US REITS, Preferred Stocks, EAFE stocks and EEM in both client and personal accounts, although not necessarily in the same names listed above.  Also own a minimal amount of GLD in certain personal accounts.