This is an ongoing monthly update on how our equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track our performance against a benchmark to measure our progress or lack thereof.
The only equity investments not covered are:
1) my 401k which is invested in institutional index funds through my employer that I haven’t found a tracking symbol for.
2) investments roughly worth less than $500, simply because I don’t have the time and energy to keep up with them. I am thinking I will sell these off at some point and add the proceeds to my current investment portfolio because they are too much work to track.
January Highlights:
- Our investment performance performed very well compared to our benchmark. However both our portfolio and our benchmark took a beating as our holdings lost-2.34% while our benchmark (VTI) lost -3.57%.
- Otherwise our portfolio was very quiet. We only added our monthly contributions to our Roth IRAs, received and reinvested some dividends.
- Our recent monthly returns were: Jan 09 -4.98%, Feb -9.94%, Mar +8.45%, Apr +10.88%, May +4.65%, Jun +0.89%, Jul +9.94%, Aug +4.36%, Sept 3.15%, Oct -2.34%, Nov +5.83%, Dec +1.85%, Jan ‘10 -2.34%…..
January 2010 Investment Report:
