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Stock Investment Information
📈Investment Performance Over The Years
- In the past 28 years (1996 to 2024), 29 years of rate of annualize return (IRR) is 22.76%, only 5 years of negative return.
- In the same period, S&P 500 was 8.12%, TaiEx was 8.25%
- Harvested 8 of ten baggers, and experienced 19 of stock splits
- The core stock holdings in my portfolio, all have amazing returns.
- Successfully identified and invested in now-famous unicorn in early years and hold the shares for less than 5 years, all accumulated more than 500% of investing rate of return.
- All numbers excluded cash dividends, fee, commision, tax, ADR annual fee.
- The $1 at the end of 1995, 29 years later, it will grow to near $382 at the end of 2023!
- Enclosed below is the year by year, my detail annual investment performance, and rate of annualize return.
| Year |
Annual return |
Cumulative IRR |
| |
Mine |
S&P 500 |
TaiEx |
Mine |
S&P 500 |
TaiEx |
| 1996 |
30.27% |
20.26% |
34.00% |
30.27% |
20.26% |
34.00% |
| 1997 |
35.19% |
31.01% |
18.10% |
30.71% |
25.52% |
19.18% |
| 1998 |
22.72% |
26.67% |
-21.60% |
29.29% |
25.90% |
7.30% |
| 1999 |
12.64% |
19.53% |
31.60% |
24.91% |
24.28% |
27.30% |
| 2000 |
40.20% |
-10.14% |
-43.9% |
27.83% |
16.47% |
6.00% |
| 2001 |
30.54% |
-13.04% |
17.10% |
28.28% |
10.94% |
16.58% |
| 2002 |
-12.20% |
-23.27% |
-19.80% |
21.51% |
5.23% |
5.91% |
| 2003 |
51.48% |
26.38% |
32.30% |
24.91% |
7.66% |
8.28% |
| 2004 |
23.68% |
8.99% |
4.20% |
24.77% |
7.81% |
7.27% |
| 2005 |
-3.59% |
3.00% |
6.70% |
21.59% |
7.32% |
7.70% |
| 2006 |
33.34% |
13.62% |
19.50% |
22.62% |
7.88% |
8.37% |
| 2007 |
52.39% |
3.53% |
8.70% |
24.86% |
7.51% |
7.95% |
| 2008 |
-21.79% |
-38.49% |
-46% |
20.45% |
2.99% |
1.96% |
| 2009 |
128.61% |
23.45% |
78.30% |
26.09% |
4.33% |
7.11% |
| 2010 |
-32.27% |
12.78% |
9.60% |
20.97% |
4.87% |
4.67% |
| 2011 |
14.75% |
0.00% |
-21.20% |
20.57% |
4.56% |
3.02% |
| 2012 |
33.73% |
13.41% |
8.90% |
21.31% |
5.06% |
4.81% |
| 2013 |
24.96% |
29.60% |
11.80% |
21.51% |
6.29% |
5.43% |
| 2014 |
50.65% |
11.39% |
8.10% |
22.89% |
6.56% |
6.39% |
| 2015 |
2.53% |
-0.73% |
-10.40% |
21.78% |
6.18% |
5.64% |
| 2016 |
4.62% |
9.54% |
11.00% |
20.91% |
6.24% |
6.40% |
| 2017 |
55.08% |
19.42% |
15.00% |
22.28% |
6.90% |
6.72% |
| 2018 |
7.20% |
-6.24% |
-8.60% |
21.58% |
6.29% |
6.17% |
| 2019 |
73.43% |
28.88% |
23.20% |
23.40% |
7.15% |
6.95% |
| 2020 |
83.33% |
16.53% |
22.23% |
25.37% |
7.51% |
7.71% |
| 2021 |
15.68% |
26.89% |
23.66% |
24.98% |
8.20% |
8.09% |
| 2022 |
-40.50% |
-19.44% |
-22.40% |
21.59% |
7.02% |
6.87% |
2023 |
50.38% |
24.23% |
26.83% |
22.52% |
7.60% |
7.67% |
2024 |
29.86% |
24.01% |
28.47% |
22.76% |
8.12% |
8.25% |
| IRR |
22.76% |
8.12% |
8.25% |
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