2009 Investment Performance Review (+34.31%)
Since we have been paying close attention to our investments via monthly reports on this blog, its pretty easy to do a quick analysis of our annual performance. These year end results are awesome - wish I could see this performance on a more regular basis :-).
|Jan-09||Net Contributions||Dec-09||Midpoint Dietz Return|
|Taxable Accts||$ 83,438.34||$14,642.78||$130,039.82||35.21%|
|Retirement Accts||$ 36,129.37||$11,558.00||$ 61,241.56||32.34%|
|Benchmark (VTI)||$13,045.86||$ 425.00||$ 17,388.87||29.55%|
Overall we achieved a 34% return in 2009 for our investments besting our benchmark of the Vanguard Total Stock Market Index ETF. One could argue that our returns may have been higher in large part due to the timing of our net contributions which were heaviest towards the bottom of the market. Regardless we are pleased with the results and have no complaints with our investment strategy at least for 2009.
Here are our monthly investment reports for 2009 where you can see all our holdings and investment transactions for the year.
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