Investment Performance December 2010 (+8.01%)

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.

December Highlights:

Our monthly performance finally (and significantly) beat our benchmark (+8.01% vs +6.94%).
This marks the first time in 10 months that we have beaten our benchmark, the Vanguard Total Stock Market Index (VTI).

In December we focused on tax harvesting. We sold of some of our worst performing investments including holding in Pfizer and USG with significant losses.
We also made some small investments in Fairfax Financial, Jonhson & Johnson, our regularly monthly investments in our IRAs and Conocco Philips DRIP, and some dividend reinvestments. In the end we still took out nearly $3k more than we invested.
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%, July 6.17%. Aug -4.87%, Sept +8.48%, Oct 2.47%, Nov -0.96%, Dec +8.01%.....

December 2010 Investment Report:

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