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<p>[QUOTE="Phil Ham, post: 5361722, member: 5787"]With the start of 2021, I thought it was a good time to update the various investment categories from last year (2020). It was a really good year for most investments. The Dow Jones gained 7.2%, the S&P 500 16.3%, and the Nasdaq 43.8%. Silver had a very good year with with an increase of 48.0%. Other investments were also good in 2020 including most of my bond index funds (8%) and Euro Pacific funds (22%). I continued to make modest gains in my safe investments including Met Life Stable Value fund (2.76%) and I-bonds (2.71%). My Money Market funds were very low in 2020 at about 0.3%. Overall, my moderately risky portfolio was up about 12%, which was the 13th best performance in the past 28 years. The inflation rate remained low in 2020 at 1.3%, which may rise a little depending on the CPI from December. Thus, my total gain is about 11% (12% minus the 1% inflation), which doesn't include the capital gains taxes on my non-tax deferred investments. As I near retirement, I've moved the first five years of needs into safer investments as well as some of my 401k investments into the Met Life Stable Value fund, but I'm still highly invested in equities (US and Euro Pacific), which is 64.0% of my total investment. I'm down to just 3.1% in precious metals.</p><p><br /></p><p>Here is the dataset from 1980 to present including a chart:</p><p><br /></p><p>[ATTACH=full]1227612[/ATTACH]</p><p><br /></p><p>Chart from 1980. Nasdaq is King and Dow Jones is Queen.</p><p><br /></p><p>[ATTACH=full]1227615[/ATTACH]</p><p><br /></p><p>Chart from 1990. NASDAQ is King and Dow Jones and S&P 500 are his Queens.</p><p><br /></p><p>[ATTACH=full]1227616[/ATTACH]</p><p><br /></p><p>Chart from 2000. Silver is King and Nasdaq is his Queen.</p><p><br /></p><p>[ATTACH=full]1227617[/ATTACH]</p><p><br /></p><p>Chart from 2010. Nasdaq is King and S&P 500 is Queen.</p><p><br /></p><p>[ATTACH=full]1227618[/ATTACH][/QUOTE]</p><p><br /></p>
[QUOTE="Phil Ham, post: 5361722, member: 5787"]With the start of 2021, I thought it was a good time to update the various investment categories from last year (2020). It was a really good year for most investments. The Dow Jones gained 7.2%, the S&P 500 16.3%, and the Nasdaq 43.8%. Silver had a very good year with with an increase of 48.0%. Other investments were also good in 2020 including most of my bond index funds (8%) and Euro Pacific funds (22%). I continued to make modest gains in my safe investments including Met Life Stable Value fund (2.76%) and I-bonds (2.71%). My Money Market funds were very low in 2020 at about 0.3%. Overall, my moderately risky portfolio was up about 12%, which was the 13th best performance in the past 28 years. The inflation rate remained low in 2020 at 1.3%, which may rise a little depending on the CPI from December. Thus, my total gain is about 11% (12% minus the 1% inflation), which doesn't include the capital gains taxes on my non-tax deferred investments. As I near retirement, I've moved the first five years of needs into safer investments as well as some of my 401k investments into the Met Life Stable Value fund, but I'm still highly invested in equities (US and Euro Pacific), which is 64.0% of my total investment. I'm down to just 3.1% in precious metals. Here is the dataset from 1980 to present including a chart: [ATTACH=full]1227612[/ATTACH] Chart from 1980. Nasdaq is King and Dow Jones is Queen. [ATTACH=full]1227615[/ATTACH] Chart from 1990. NASDAQ is King and Dow Jones and S&P 500 are his Queens. [ATTACH=full]1227616[/ATTACH] Chart from 2000. Silver is King and Nasdaq is his Queen. [ATTACH=full]1227617[/ATTACH] Chart from 2010. Nasdaq is King and S&P 500 is Queen. [ATTACH=full]1227618[/ATTACH][/QUOTE]
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