Investment Performance January 2010 (-2.34%)

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.

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.

January Highlights:

  • Our investment performance performed very well compared to our benchmark. However both our portfolio and our benchmark took a beating as our holdings lost-2.34% while our benchmark (VTI) lost -3.57%.
  • Otherwise our portfolio was very quiet. We only added our monthly contributions to our Roth IRAs, received and reinvested some dividends.
  • Our recent monthly returns were: Jan 09 -4.98%, Feb -9.94%, Mar +8.45%, Apr +10.88%, May +4.65%, Jun +0.89%, Jul +9.94%, Aug +4.36%, Sept 3.15%, Oct -2.34%, Nov +5.83%, Dec +1.85%, Jan '10 -2.34%.....

January 2010 Investment Report:

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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 (2)


Not a bad effort given what happened in January. Better than my retirement investing strategy which lost -2.8%.

Unfortunately for both of us though beating an index doesn't feel so comforting when you're total asset value is shrinking in absolute terms. It hurts even more when inflation is also eroding those assets even more in real terms.

Where has 2 million gone? Oh 2 million where are you? Probably taking care of his baby! We miss you.

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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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