Results for 2006

Happy new year! I'm just recovering from food poisoning, so I will have to keep this post brief. As of the today, my personal investment portfolio IRR for 2006 is 14.75%, which trails the S&P's 16.11% for my particular inflows. I'm pretty satisfied with my performance this year despite my lagging the S&P. I generated a lot of excess alpha in my 401k by trading into MSFT stock. The investment return for my 401k portfolio this year is 21.1%.

Over the last two and a half years, I have been able to grow my personal portfolio at 12.14%. This is not great, but acceptable given some of the bumbles that I've made since starting to invest. Let's hope 2007 is the year my investment theses come to fruition. I wish everyone the best for the coming year.