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%.

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