Buy-and-Hold Investor vs. Investor Using Pre-Determined Triggers
Buy-and-Hold Investor | Investor Using Triggers | Annual Rate of Return |
|
---|---|---|---|
TECH BUBBLE | B&H vs Triggers | ||
Starting Value January 1, 1995 | $ 100,000 | $ 100,000 | |
Value at Peak March 24, 2000 +115% vs +90% | $ 215,000 | $ 190,000 | 15.75% vs 13.05% |
Value at Bottom -50.8% vs -25.0% October 10, 2002 | $ 105,780 | $ 142,500 | 0.73% vs 4.66% |
HOUSING BUBBLE | |||
Starting Value October 10, 2002 | $ 105,780 | $ 142,500 | |
Value at Peak October 9, 2007 +105% vs +80% | $ 216,849 | $ 256,500 | 6.25% vs 7.65% |
Value at Bottom March 9, 2009 -56.8% vs -25% | $ 93,679 | $ 192,375 | -0.46% vs 4.72% |
CURRENT BUBBLE | |||
Starting Value March 9, 2009 | $ 93,679 | $ 192,375 | |
Value as of February 28, 2014 +175% vs + 150% | $ 257,617 | $ 480,935 | 5.06% vs 8.54% |
Value at Bottom Assume December 31, 2015 -50% vs -25% | $ 128,808 | $ 360,702 | 1.21% vs 6.30% |