Investment Performance February 2011 (+2.57%)
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.
February Highlights:
- Well our performance sucked compared to our benchmark (+2.57% vs +3.27%).
- We made a number of transactions in February. We sold some more of our IBM shares as the valuation is up significantly and I feel overall overexposed to IBM. We made small investments in a number of our existing holdings but nothing really too noteworthy. I guess it was more the itch to deploy cash as I hadn't in awhile and I got a little trigger happy.
- In the end we still took money out of the market overall and feel the market is expensive at this point.
- We also made our regular monthly investments in our IRAs and Conocco Philips DRIP, and had some dividend reinvestments.
- 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%, Jan 2011 +2.06%, Feb 2.57%.....
February 2011 Investment Report:
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