Investment Performance July 2009 (+9.34%)

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.

July Highlights:

We faired well in July as we soundly beat our benchmark.
We continued to add to our Fairfax Financial holdings early in the month as it continued to dip below book value despite overall market gains. Too bad we didn't pick up more - the stock has seen significant gains and strong momentum since.
Otherwise a very quiet month. As stated in May I feel that I have been hesitant to throw a lot of additional capital into my investments since the market has seen strong gains since March.
My monthly returns for 2009: Jan -4.98%, Feb -9.94%, Mar +8.45%, Apr +10.88%, May +4.65%, Jun +0.89%, Jul +9.94%.....

July 2009 Investment Report:

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Comments (3)

"As stated in May I feel that I have been hesitant to throw a lot of additional capital into my investments since the market has seen string gains since March."

Might be time to lock in some gains. I don't know what you are invested in, but I would buy up some equities abroad. I don't have time to explain my whole investment thesis, but I'm staying far away from domestic stocks.

-DC

Posted by David @ DINKS Finance | August 19, 2009 2:20 PM

Don't know what Im invested in? Hmm... is it not clear that the image above is a link to a chart of our stock holdings?

Posted by 2million | August 19, 2009 2:29 PM

2million, you may want to consider moving your small holdings to foliofn. I've been using them for a few years. I see my account there as an extension of my main mutual fund accounts with Fidelity/Vanguard. There are many ETFs which cover areas not reached by the larger mutual funds.

Posted by Derek | August 22, 2009 8:39 AM