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:

Related in Stocks:

Chairmen Letters to Shareholders (Mar 09, 2014) Its that time of year again --the close of fiscal years means an overload of annual reports including Letters to Shareholders. Two annual letters that I read each year are those from Berkshire Hathaway (Warren Buffet) and Fairfax Financial (Prem...

Investment Performance January 2014 (-2.94%) (Feb 23, 2014) January 2014 Investment Report: January Highlights: January was a bad way to start out the year, but our portfolio performed slightly better thank our benchmark (-2.94% vs -3.17%). We made our regular monthly investments in our Roth IRAs, and some...

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 (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

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?

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.

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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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