Investment 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:

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)


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%.

It appears that the price for Bank of America is correct, however I noticed that the ticker is incorrect. BOA rather than BAC.

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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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