Investment Performance November 2008(-6.89%)

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.

Its still a work in progress, any feedback is appreciated and may be incorporated into future monthly reports. 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.

Once we get settled in a bit more I will work on making this report more comprehensive.

November Highlights:

  • November was a better than October. We even eeked out another percentage point gain over our benchmark. Thats 2 months in a row that we beat our benchmark.
  • We continued to buy more investments, mainly indexed investments including the Vanguard Total Stock Market Index (VTI).

  • We picked up 100 additional shares of the Vanguard Total Stock Market Index (VTI) and 100 additional shares of the KBW Banking Idex (KBE).
  • We also added to investments in GE, USG(not shown), COP (not shown), and our IRAs.
  • InBev's purchase of Anheuser Busch completed in November and our 105.72 shares were converted to cash for a nice profit on a three year investment. I had planned to reinvest all of this money into index investments, but we put a house under contract and wanted to hold onto as much cash as possible through closing.
  • While not shown in this report, according to my 401k website, my 401k is down 40.4% YTD at the end of November.

November 2008 Investment Report:

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Investment Performance December 2013 (+2.20%) (Jan 10, 2014) December 2013 Investment Report: December Highlights: December was another subpar for us as our portfolio performed poorly compared to our benchmark (+2.20% vs +2.58%). We made our regular monthly investments in our Roth IRAs, and some dividends & dividend reinvestments....

Comments (2)


I'm glad to see you're investing through indexes. I like the Total Market Fund (I use Fidelity's equivalent) but I don't like to use sector funds (such as the KBW).

I've been reading the Intelligent Investor (the Benjamin Graham book) and there is a lot of wisdom in there. If you haven't read it yet, I suggest you check it out.

I am also a big believer in indexing instead of speculating. Why not go in all ETFs instead of individual stocks. I see you have alot of energy stocks, why not just go in to an Etf like XLE

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A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,574,185

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