Investment Performance June 2010 (-5.64%)

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.

June Highlights:

June was a quiet month for us despite the valuation drops in the market. On the last day in June we picked up some additional shares of our Total Stock market Index since it had dropped about 10% since our last purchase.
Our monthly performance was right inline with our benchmark (-5.64% vs -5.65%) with a stronger showing from our IRA mutual fund holdings.
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%, May -8.13%, June -5.64%.....

June 2010 Investment Report:

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