Investment Performance April 2011 (+3.04%)

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.

April Highlights:

  • Our performance beat our benchmark for the month (+3.04% vs +2.90%).
  • We made a number of transactions in April to maximize our retirement contributions for 2010 before the deadline. This included final Roth IRA contributions for 2010 for my wife (T Rowe Price Equity & Retirement funds) and I (Windsor II) and a SEP IRA contribution (Vanguard International fund).
  • We sold off my remaining employer stock options that we set to expire in August 2011 and realized about an $8k cash infusion. I'm content to sit on the cash for now for the most part.
  • The only other notable activity was some additional investments in financials (BTC & BAC)
  • 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%, Mar +0.15%, Apr +3.04%.....

April 2011 Investment Report:

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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....

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A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,574,185

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