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RSSInvestment Performance March 2010 (+5.88%)
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.
March Highlights:
- Our investment performance performed very comparably to our benchmark (5.88% vs 5.98%) despite poor performances in our large IBM and healthcare holdings.
- Our retirement contributions were higher than average as we finished up maxing out our 2009 IRA retirement contributions.
- The markets were on fire in March with the monthly gains adding significant gains to our net worth for March.
- We made investments in Fairfax Financial and Radian in March with a great deal of luck allowing our small Radian holding to achieve big gains already.
- 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%, Mar +5.88%.....
March 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)
Congratulations on a great month.
This month my Strategic Asset Allocation with a controlled level of Tactical Allocation has underperformed your portfolio at +5.3% compared to your 5.9%.
Posted by RetirementInvestingToday | April 7, 2010 3:16 PM
It appears that the price for Bank of America is correct, however I noticed that the ticker is incorrect. BOA rather than BAC.
Posted by Max | April 7, 2010 4:44 PM