The Baseline Portfolio we started a year ago, to the day, is shown below. It has amassed a 32% annual return on face value plus a 5.5% return from dividends. This is a total of about 37% up from December 1 of 2008. The only element still down is Verizon for reasons we cannot fathom. Yet this portfolio does memorialize the ups and downs of the year, especially just after the current Administration took over. More on that on the morrow.
Posts
