Since 2009, this portfolio has returned 700.9%, outperforming the market by 333.4%.
Year | Portfolio | S&P 500 |
2009 | 48.1% | 34.0% |
2010 | 20.3% | 12.8% |
2011 | -19.3% | -0.0% |
2012 | 8.0% | 13.4% |
2013 | 85.6% | 29.6% |
2014 | -3.4% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | 12.4% | -0.7% |
2016 | 18.3% | 9.5% |
2017 | 32.1% | 19.4% |
2018 | -3.5% | -6.2% |
2019 | 11.7% | 28.9% |
2020 | 20.4% | 16.3% |
2021 YTD | 26.0% | 3.5% |
The Millennial Investor portfolio is based on the published writings of Patrick O'Shaughnessy
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