Tuesday, September 20, 2016

Going to ETFs 2

When I wrote Going to ETFs on Thursday, September 15, 2016 I thought it might be a good idea to see how US indexes have done compared to what I had.

I looked at the S&P 500 (SPX) on Market Watch and the comparison is below. The values can be obtained here. This did better than the TSX but is not up much from 2008.

Date Time YoY Y to Beg S&P 500 YoY Y to Beg. Trad Accts YoY Y to Beg.
30-May-08 1,400
27-Feb-09 0.75 0.75 735 -47.51% -4.52% -27.63% -27.63%
31-Aug-10 1.51 2.25 1,059 44.11% -2.32% 40.28% 1.52%
28-Feb-11 0.50 2.75 1,327 25.29% -0.50% 13.96% 15.69%
31-May-12 1.25 4.00 1,310 -1.27% -0.61% -0.91% 14.64%
30-May-14 2.00 6.00 1,924 46.80% 3.56% 34.48% 54.17%
31-Aug-16 2.26 8.25 2,171 12.86% 5.24% 10.36% 70.15%

I also looked at the NASDAQ (Comp) and the comparison is below. The values can be obtained here. The NASDAQ did better than the S&P 500.

Date Time YoY Y to Beg NASDAQ YoY Y to Beg. Trad Accts YoY Y to Beg.
30-May-08 2,523
27-Feb-09 0.75 0.75 1,378 -45.38% -7.78% -27.63% -27.63%
31-Aug-10 1.51 2.25 2,114 53.43% -2.78% 40.28% 1.52%
28-Feb-11 0.50 2.75 2,782 31.61% 1.76% 13.96% 15.69%
31-May-12 1.25 4.00 2,827 1.62% 2.07% -0.91% 14.64%
30-May-14 2.00 6.00 4,243 50.06% 11.69% 34.48% 54.17%
31-Aug-16 2.26 8.25 5,213 22.88% 18.28% 10.36% 70.15%

Next, I think it would be a good idea to see how the income on my portfolio did compare to my portfolio. The question is, did my income increase in line with the increase in my portfolio?

On my other blog I wrote yesterday about Energy Group Inc. (TSX-JE, NYSE-JE)... learn more. Tomorrow, I will write about Telus Corp. (TSX-T, NYSE-TU)... learn more on Wednesday, September 21, 2016 around 5 pm.

Today on my other blog I will write also about Accord Financial Corp (TSX-ACD, OTC-ACCFF)... learn more.

This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.

See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk. The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.

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