Investment Performance April 2010 (+2.54%)

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.

April Highlights:

Our investment performance performed very comparably to our benchmark (2.54% vs 2.59%) despite a poor performance by out Vanguard IRA holdings (Windsor II Fund and International Value Fund).
I started a position in Dryships, Inc. at my brothers urging to take advantage of the continued economic recovery.
I continued to invest small amounts in Fairfax Financial as I would like to continue to grow ownership as Im still drooling over this company. I expect it will eventually be our #1 holding assuming it continues to remain attractively priced.
I added to our position in Genworth in the finally day of the month as the stock dropped significantly lower thinking the long term prospects of Genworth still look very appealing
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%, Apr +2.54%.....

April 2010 Investment Report:

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