10 years of PP ownership
Posted: Fri Oct 12, 2018 2:13 pm
I started our PP in late 08, during the meltdown.
Since then, the 10 year avg annual return has been 5.5%. On balance I am happy with that. It seems like it should be much higher, but then again, the gold, the cash, not much return there.
Disclosure, I have some variances in the portfolio, mostly by having more munis than treasuries, and also having a good bit of intl stocks, but in grand scheme of things, it's a PP. What do you think, is 5.5% a good return for the PP for the past ten years? In any event, I'd have a hard time coming up with something that better addresses my goals.
Since then, the 10 year avg annual return has been 5.5%. On balance I am happy with that. It seems like it should be much higher, but then again, the gold, the cash, not much return there.
Disclosure, I have some variances in the portfolio, mostly by having more munis than treasuries, and also having a good bit of intl stocks, but in grand scheme of things, it's a PP. What do you think, is 5.5% a good return for the PP for the past ten years? In any event, I'd have a hard time coming up with something that better addresses my goals.