Investment Performance December 2008(+1.76%)

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.

December Highlights:

December suprisingly ended in positive territory for us and we beat our benchmark investment for the 2nd month in a row.
We ended up closing December taking cash out of our investments because we started tax loss harvesting and didn't reinvest the proceeds quick enough in other investments.

We sold a significant portion of our Pfizer and Wachovia investments (for tax loss harvesting) and will likely reinvest a protion after the was rule window closes.
I didn't have a chance to update this report with many of the dividends and year-end distributions received, I will add these to the report in January.
While not shown in this report, according to my 401k website, my 401k is down 37.3% YTD at the end of December.

December 2008 Investment Report:

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Comments (2)

Awsome job with your portfolio. In a few decades it will definitely be worth millions. A suggestion not from me but from the pros: 80/20 your portfolio, meaning find the funds that give you 80% of your total balance and invest into that.

Posted by JE Gonzalez | January 7, 2009 9:33 AM

good job beating your benchmark!

Posted by thomas | January 7, 2009 2:28 PM