Also, thinking about it, I need to clarify that this is my non-retirement account. I don’t know if Saul is reporting his whole portfolio.
My 10 year returns over all my accounts are:
According to Vanguard, my long term returns from 9/1/2004 to 9/9/2014 are:
Advantage 19.8%
SEP/IRA 14.1%
Funds 8.4%
Brokerage 15.4%
Fiona 17.3%
Total all 15.9%
As I say they don’t report the S&P for comparison, but looking at this site, it looks like the S&P for that period would be about 6% or 8.2% with dividends reinvested.
John