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Post by sader1970 on Jul 11, 2021 10:38:04 GMT -5
Final post on the subject (for now! ) Investments: Global Equity: $385,913,571 Hedge Fund: $166,674,896 Private Equity: $126,635,430 Real Assets: $55,417,825 Other: $3,406,311 Total: $738,048,033
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Post by KY Crusader 75 on Jul 11, 2021 11:04:54 GMT -5
My portfolio earned 30.1% over the 12 months ending June 30. S & P 500 was +40%, but as a retiree I am not in 100% stocks (67% stocks, 22% bonds, 11% cash) . I should hope HC would be up 30% for the last year.
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Post by Pakachoag Phreek on Jul 11, 2021 11:29:43 GMT -5
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Post by Pakachoag Phreek on Jul 11, 2021 11:37:35 GMT -5
$760M June 30 2020 S&P June 30 2020: 3053 $910M Endowment on February 13, 2021 20% S&P Feb 13 3916 up 28% S&P June 3 4202 up 37.6% S&P June 13 4235 up 38% S&P June 26 4281 S&P Jun 30 4297.5 up 41%
760 +150 = 910 actual endowment value through Feb 13th 760 + 213 = 973 (if matched to S&P gain through Feb 13)
760 + 289 =1049 760 + 304 = 1064 760 + 312 = 1072 (if matched to S&P gain of 41% through June 30) 760 + 251 = 1011 (if matched to a 33% gain) 760 + 327 = 1087 if matched to Wilshire 5000 gain of 43%
Wilshire 5000 June 30 2020 31645 Wilshire 5000 June 30 2021 45113: +42.6%
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