Stuart Walton 2002 to 2014 performance

He was profiled in Schwager's Stock Market Wizards. His average annual return of 8.59% from 2002 to 2014 beats the market, though nothing to write home about. In the 13 years, 5 were down years. This compares to his 115% average annual return from 1991 to 1999.

 

my mother was in the Vanguard S&P 500 index fund from 1991 to 2014. How did she do?

 

I'm surprised he only has $15mil AUM after 12 years of his firm being in existence. In 1999 he had $150mil AUM, as it's written in Schwager's book.

 

My thoughts exactly. Initially thinking wtf, but then you look at his recent record from 2002 to 2014 and you see how even this former market wizard's returns reverted to the mean.
There is a saying, "You're only as good as your previous trade."