Investment Performance June 2009 (+0.89%)

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.

June Highlights:

We didn't fair well in June as our benchmark soundly beat our holdings.
There was an adjustment to our Spectra holdings this month as it looks like the stock may have split while we were living in China and I failed to record it till now. Accounting error on my part that help our monthly return.
We doubled our stake this month in Fairfax Financial to 10 shares. It is trading slightly less than book value and I believe it will make a wonderful long term investment. I may be adding more if the price continues to fall.

June 2009 Investment Report:

Related in Stocks:

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