Tuesday, April 1, 2014

1st Quarter Performance, 2014

The stock market has had a slow start to 2014.  Here are the various index performance numbers for the 1st quarter of this year:


The Chump IRA is beating the S&P, the benchmark I follow most closely, with a 1st quarter performance of 2.54%.  Not a huge difference, but over years, a few % better than the S&P will add up nicely.  Further, we've yet to see a real extended downturn.  I believe the Chump IRA, with so many high quality companies, will fare much better in a downturn than the broader indices.  We shall see!

Best,

Chump

2 comments:

  1. Great job on the first quarter

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  2. Thanks FF; it will be interesting to see how the rest of this year plays out.

    Chump

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