Now, I tried a new step, which was to calculate cumulative gains as compared to the S&P 500, weighted for additional funds committed at different times for the MFI portfolio. Since 3/06, my weighted return is 25.01% (this is total return, not annual return), vs. a weighted total return for the S&P 500 for the same period of 13.51%. Nice!
For context, if my initial investment were calculated as the proverbial $10,000, and each additional investment weighted the same way, total cost of investments to date would be $57,754. Under MFI, I would have $72,199 and under the S&P 500 I would have $65,559, a difference of $6,640 in only a year and 3 1/2 months.
Or if all that was invested was the proverbial $10,000, it would currently be worth $12,501 vs. $11,351 for the S&P 500. Any way you slice it, it's all the same. Again...let's see in three years, but so far great.
-A
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