TPD
the poor dad
I manage my own investments - buy stocks direct, don't use an advisor, regular automatic investments with dividends reinvested when available, use software specifically made for tracking individual portfolios, participate in an investment club. Today, I'm updating my buys and sells and decided to check my portfolio performance under the last 2 presidents. Here is what I found. Numbers are based on Friday's stock market close and include realized and unrealized gains/losses.
This year to date, Jan 1 2020 to Oct 16 2020, my investments have an annualized rate of return of 10.07% vs Dow .3% vs S&P 9.92% vs Nasdaq 39.08%
Since the day Trump was elected till yesterday, Nov 8 2016 to Oct 16 2020, my investments have an annualized rate of return of 13.08% vs Dow 11.95% vs S&P 13.16% vs Nasdaq 22.8%
During Obama's term, Election day Nov 4 2008 to Election day Nov 8 2020, my investments had an annualized rate of return of 11.52% vs Dow 8.37% vs S&P 9.87% vs Nasdaq 14.29%
So far I am 1.5% better annually under Trump than Obama. If you look at the major indices, Trump's stock market is better than Obama's - Dow +3.58%, S&P +3.29%, Nasdaq +8.51%
I believe these numbers to be accurate based on all available information at this time. If I get 4 more years of Trump with numbers similar to above, I will definitely be retired before he leaves office in 2025. I know a lot can happen with the market in the next 16 days and will be updating the numbers the day after the election.
This year to date, Jan 1 2020 to Oct 16 2020, my investments have an annualized rate of return of 10.07% vs Dow .3% vs S&P 9.92% vs Nasdaq 39.08%
Since the day Trump was elected till yesterday, Nov 8 2016 to Oct 16 2020, my investments have an annualized rate of return of 13.08% vs Dow 11.95% vs S&P 13.16% vs Nasdaq 22.8%
During Obama's term, Election day Nov 4 2008 to Election day Nov 8 2020, my investments had an annualized rate of return of 11.52% vs Dow 8.37% vs S&P 9.87% vs Nasdaq 14.29%
So far I am 1.5% better annually under Trump than Obama. If you look at the major indices, Trump's stock market is better than Obama's - Dow +3.58%, S&P +3.29%, Nasdaq +8.51%
I believe these numbers to be accurate based on all available information at this time. If I get 4 more years of Trump with numbers similar to above, I will definitely be retired before he leaves office in 2025. I know a lot can happen with the market in the next 16 days and will be updating the numbers the day after the election.