IanTHughes wrote:Lootman wrote:It's good that you are content with the income. Since you also mentioned capital growth I deemed it helpful for readers to see how your results compared with an index approach.
you were not comparing my results to "an index approach" rather you have introduced a comparison with two specific indices, only one of which would have beaten my results.
No, two beat your numbers as you admit here:
Lootman wrote:The S&P 500 was around 1,350 in February 2012 and is now around 3,150. An increase of 133%
The MSCI-ACWI global index was around 45 in February 2012 and is now around 78. An increase of 73%.
The gain in your income units was 31.8%
Both the indices I cited are very broad, established indices that might be reasonable choices for an investor over the same period. Indeed I chose them, although I had other strategies as well.