Performance Report- January 4, 2007
 

        This is a report of portfolio performance in 2006. The rates of return reflect the overall rate of return on all the funds that I have managed since 1981.
 

           Details of the overall portfolio in 2006 are as follows:
              Details of the individual years are as follows:

 

Year
Rate of Return 
Inflation 
Real Rate of Return
1981 
15.0%
 8.0% 
7.0%
1982 
15.4
 3.0 
12.4
1983
16.0
 4.0 
12.0
1984 
9.8 
4.0 
5.8
1985 
18.3
 4.0 
14.3 
1986 
13.8 
1.5 
12.3 
1987 
9.7 
4.0 
5.7
1988 
18.0 
4.0 
14.0
1989 
10.7
 4.5 
6.2
1990 
0.7 
6.0 
-5.3 
1991 
14.9 
3.1 
11.8
1992 
10.0 
3.0 
7.0
1993 
13.7 
2.6 
11.1
1994 
0.3 
2.7 
-2.4
1995 
13.2 
2.7 
10.5
1996 
15.5 
3.0 
12.5
1997 
6.9 
1.7 
5.2
1998 
-4.5 
1.6 
-6.1
1999
-2.3
2.7 
-5.0
2000
15.3
3.4
11.9
2001
 18.4 
 1.6
16.8
2002
-0.6
2.4
 -3.0 
2003
25.2
1.9
23.3
2004
9.9
3.3
6.6
2005
8.7
3.5
5.2
2006
11.7
2.0
9.7
Average 26 years
10.9%
3.3%
7.6%


 
 
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