Investment Performance February 2010 (+2.25%)

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.

February Highlights:

  • Our investment performance performed very poorly compared to our benchmark (2.25% vs 3.44%). This pretty much offset the very favorable comparisons last month where we beat our benchmark by over 1%.
  • I finally figured out how to increase our investment in Fairfax Financial. Our Vanguard brokerage account would no longer allow us to purchase shares online (as Fairfax has now gone to Pink Sheets after delisting from NYSE). However our Sharebuilder accounts are still able to purchase the shares online.
  • Our retirement account contributions are above normal this month to ensure we max out our 2009 contributions.
  • Otherwise our portfolio was very quiet. We only added our regular 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%, Feb +2.25%.....

February 2010 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 (2)


Last month you beat my retirement investment strategy with -2.3% compared to my -2.8%.

This month it looks like my Strategic Asset Allocation with a controlled level of Tactical Allocation has outperformed your portfolio at +2.3% compared with my +3.3%.

What asset class dragged your portfolio so far away from your bench mark this month?

Have you thought about trying to simplify your holdings (perhaps with a few index funds/etf)? You have a lot of really small positions in a bunch of stocks. Simplifying would make it easier to follow an asset allocation, perform rebalancing, etc.

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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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