The Big Picture

I've received some comments asking about my portfolio performance. Here's a snap shot from my Merrill Lynch account. Merrill Lynch has a great quarterly report detailing how your portfolio is performing against the S&P 500. I didn't have time to crunch the numbers in my other account yet. Anyways, here are the returns from 6/1/08 to 12/31/09. All the trades were self directed and not based on any broker recommendations. Oh, and why start with 6/1/08? That's when I opened the Merrill Lynch account.

1 Yr Period	My Return	S&P 500
6/1/08-6/30/09	-10.60%	-26.23%
6/1/08-9/30/09	+12.11%	-6.93%
6/1/08-12/31/09	+86.53%	+26.45%

Entire Period	My Return	S&P 500
6/08-9/08	-16.31%	-16.09%
6/08-12/08	-36.39%	-34.52%
6/08-3/09	-20.30%	-41.73%
6/1/08-6/30/09	-14.41%	-30.38%
6/1/08-9/30/09	-4.67%	-16.93%
6/1/08-12/31/09	+3.32%	-11.23%