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2013 Performance Review

Below is a chart of how our investment portfolio performed against the S&P 500 index and the 30-year Treasury based on the January 3, 2013 rate (found here).

(click to enlarge)Click to enlarge

Our portfolio exceeded the guaranteed rate (30-yr treasury) by almost six times. However, the S&P 500 exceeded our 2013 return by nearly double.

Below is the cumulative performance of our investment strategy since 2006 when we codified our investment approach in the last quarter of 2005. We have compared our performance to the indexes indicated, based on $10,000 invested over the subsequent period of time.

 

 

Year Dow $10,000.00 S&P $10,000.00 Nasdaq $10,000.00 NLO $10,000.00
2006 16.29% $11,629.00 15.74% $11,574.00 9.52% $10,952.00 18.30% $11,830.00
2007 6.43% $12,376.74 5.46% $12,205.94 9.81% $12,026.39 19.80% $14,172.34
2008 -33.84% $8,188.45 -37.22% $7,662.89 -40.54% $7,150.89 14.35% $16,206.07
2009 18.82% $9,729.52 27.11% 9,740.30 43.89% $10,289.42 36.65% $22,145.60
2010 11.02% $10,801.71 14.32% $11,135.11 16.91% $12,029.36 7.14% $23,726.79
2011 5.53% $11,399.05 0.00% $11,135.11 -1.80% $11,812.83 6.20% $25,197.85
2012 7.26% $12,226.62 16.20% $12,939.00 15.91% $13,692.25 7.80% $27,163.28
2013 26.50% $15,466.67 31.90% $17,066.54 38.30% $18,936.38 19.00% $32,324.30
Click to enlarge