Comments on: Calculating Investment Returns and My 2009 Returns http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Dean Morel http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1716 Dean Morel Wed, 31 Mar 2010 11:44:12 +0000 http://www.fusioninvesting.com/?p=4673#comment-1716 Thanks for the great post West Wind, I've republished it as an article. Thanks for the great post West Wind, I’ve republished it as an article.

]]> By: West Wind http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1704 West Wind Wed, 24 Mar 2010 09:08:34 +0000 http://www.fusioninvesting.com/?p=4673#comment-1704 Nice response Dean! I suppose I asked for that. Yes, I will try to put something together re the transition from capital gains being all important to dividends being our bread and butter. Regards West Wind Nice response Dean!

I suppose I asked for that.

Yes, I will try to put something together re the transition from capital gains being all important to dividends being our bread and butter.

Regards

West Wind

]]> By: Dean Morel http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1701 Dean Morel Mon, 22 Mar 2010 11:37:35 +0000 http://www.fusioninvesting.com/?p=4673#comment-1701 Hi West Wind, All comments come through to me, no matter the date of the original post. I don't tack my dividends stream at the moment, but as I invest more in Australia I am starting to keep tabs on my dividends. Historically I invested more in the US and mostly in tech and biotech so dividends haven't been a big part of my investing. A year or so back when considering my future I spoke to a Sydney based CEO and he suggested I put all my funds into good dividend payers to create an income stream while I pursued my aims. That was the genesis of my Hunter Hall investment, but I haven't thought much more about dividends. I don't even look at my overall yield from dividends. How would you feel about writing something for those of us not yet in retirement? Stuff we should be thinking about now. Maybe things you did well or wish you had done. How you track your dividends. Hi West Wind,
All comments come through to me, no matter the date of the original post.

I don’t tack my dividends stream at the moment, but as I invest more in Australia I am starting to keep tabs on my dividends. Historically I invested more in the US and mostly in tech and biotech so dividends haven’t been a big part of my investing. A year or so back when considering my future I spoke to a Sydney based CEO and he suggested I put all my funds into good dividend payers to create an income stream while I pursued my aims. That was the genesis of my Hunter Hall investment, but I haven’t thought much more about dividends. I don’t even look at my overall yield from dividends.

How would you feel about writing something for those of us not yet in retirement? Stuff we should be thinking about now. Maybe things you did well or wish you had done. How you track your dividends.

]]> By: West Wind http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1700 West Wind Mon, 22 Mar 2010 11:06:54 +0000 http://www.fusioninvesting.com/?p=4673#comment-1700 Hi Dean I presume these older blogs bounce back to you if reactivated. With the completion of the reporting season, do you keep track of how your dividend stream has performed? As one of those that are into the SMSF pension phase, it tends to become equally if not more important than the day to day value of the portfolio. Regards West Wind Hi Dean

I presume these older blogs bounce back to you if reactivated.

With the completion of the reporting season, do you keep track of how your dividend stream has performed? As one of those that are into the SMSF pension phase, it tends to become equally if not more important than the day to day value of the portfolio.

Regards

West Wind

]]> By: Internal Rate Of Return - Topic Research, Trends and Surveys http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1585 Internal Rate Of Return - Topic Research, Trends and Surveys Wed, 03 Feb 2010 21:49:18 +0000 http://www.fusioninvesting.com/?p=4673#comment-1585 [...] I need to relearn the differences between the alternative methods for calculating returns, so ... Read More RECOMMENDED BOOKS REVIEWS AND OPINIONS Does It Pay To Repair Or Buy New? [...] [...] I need to relearn the differences between the alternative methods for calculating returns, so … Read More RECOMMENDED BOOKS REVIEWS AND OPINIONS Does It Pay To Repair Or Buy New? [...]

]]> By: Dean Morel http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1563 Dean Morel Sun, 24 Jan 2010 00:32:29 +0000 http://www.fusioninvesting.com/?p=4673#comment-1563 Excellent returns West Wind. Small caps and volatility paid handsomely in 2009. Excellent returns West Wind. Small caps and volatility paid handsomely in 2009.

]]> By: West Wind http://www.fusioninvesting.com/2010/01/calculating-investment-returns-and-my-2009-returns/comment-page-1/#comment-1559 West Wind Thu, 21 Jan 2010 22:21:28 +0000 http://www.fusioninvesting.com/?p=4673#comment-1559 Hi Dean It was interesting to see your results over the last 2 years. For comparison, I also monitor our family SMSF against the indicies on a monthly basis. I use the All Ordinaries (XAO)as the benchmark, but not the accumulative index as we live off the dividends. Its probably not the the best benchmark as the portfolio is now more biased to smaller companies but I do have the odd larger one such as Telstra and although no resource companies, I have a few mining service companies. I sold a lot of larger companies near the bottom last Feb-Mar to generate funds to buy some good smaller companies that had been smashed. I have not yet ventured off-shore. My results based on the total return method - like yours, probably a bit inaccurate (say +/- 2-3%), are as follows 2008 SMSF -44.6% XAO -44.1% 2009 SMSF +98.5% XAO +36.0% 2 Year SMSF +10.0% XAO -28.6% Good luck in the continuing battle against the indicies Regards West Wind Hi Dean

It was interesting to see your results over the last 2 years. For comparison, I also monitor our family SMSF against the indicies on a monthly basis. I use the All Ordinaries (XAO)as the benchmark, but not the accumulative index as we live off the dividends. Its probably not the the best benchmark as the portfolio is now more biased to smaller companies but I do have the odd larger one such as Telstra and although no resource companies, I have a few mining service companies.

I sold a lot of larger companies near the bottom last Feb-Mar to generate funds to buy some good smaller companies that had been smashed. I have not yet ventured off-shore.

My results based on the total return method – like yours, probably a bit inaccurate (say +/- 2-3%), are as follows

2008 SMSF -44.6% XAO -44.1%
2009 SMSF +98.5% XAO +36.0%
2 Year SMSF +10.0% XAO -28.6%

Good luck in the continuing battle against the indicies

Regards

West Wind

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