Tuesday, December 18, 2012

Sleepy Mini Portfolio


Readers are often curious about the annualized returns of the Sleepy Mini Portfolio. It is easy to calculate using the XIRR function in Microsoft Excel. Plugging in the dates, contributions and the current portfolio value tells us that the Sleepy Mini Portfolio returned an annualized 5.3 percent over the past five years.

I wish I had employed the same strategy or one close to it (just buy ETFs using my Interactive Brokers account) instead of chasing the elusive ten baggers.

I would have laughed all the way to the bank but now I am crying all the time when I check my account.

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