Since 2009, this portfolio has returned 272.5%, underperforming the market by 64.5%.
Year | Portfolio | S&P 500 |
2009 | 22.9% | 26.8% |
2010 | 27.6% | 12.8% |
2011 | -14.7% | -0.0% |
2012 | -11.2% | 13.4% |
2013 | 65.5% | 29.6% |
2014 | 14.3% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -2.7% | -0.7% |
2016 | -10.3% | 9.5% |
2017 | 24.3% | 19.4% |
2018 | 1.9% | -6.2% |
2019 | 14.4% | 28.9% |
2020 | 23.4% | 16.3% |
2021 YTD | 6.2% | 2.3% |
The Millennial Investor portfolio is based on the published writings of Patrick O'Shaughnessy
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