IRA Returns

I've been doing an IRA since 1997, and for Mary since we were married in 1999. I just used a spreadsheet to figure out what our annual returns have been over the last almost ten years.

My stocks have averaged almost 27% per year growth. It doesn't feel like it. I feel like I've picked an awful lot of dogs, but a couple of big winners (like CEDC, ATS Medical, and Marvel) have dragged the rest of them up.

Mary's IRA, which I manage completely without her knowledge, is full of much more conservative investments. I avoid stocks that stand a substantial chance of decline. (I used to, anyway. Her biggest single investment now is Sanderson Chicken (SAFM), which could easily plummet if the Chicken Flu struck the US.) Her portfolio has averaged only 19% per year over the past 8 years. Still, not bad.

Just for fun, I extrapolated forward with the same high returns: In 2036 we would be worth over $120 million. Isn't compound interest fun?

Alas, regular growth like that is pretty much impossible. Though Warren Buffett did it.

Filed Fri - March 24, 2006, 02:24 PM in

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