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RSSInvestment 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:
Year End Tax Harvesting (Dec 23, 2011) I always end up waiting until the last minute, and this year is no exception. I took a quick scan of my portfolio yesterday and decided to sell a couple holding that we had significant paper loss on to harvest...
Investment Performance November 2011 (-0.39%) (Dec 23, 2011) 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...
Investment Performance October 2011 (+9.88%) (Nov 21, 2011) 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...
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?
Posted by RetirementInvestingToday | March 22, 2010 5:47 PM
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.
Posted by Stephen | April 3, 2010 9:35 PM