Investment Performance May 2011 (-1.56%)

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.

May Highlights:

Our benchmark outperformed our portfolio for the month (-1.56% vs -1.06%).
However as the market continues to correct in early June things are beginning to look more reasonably priced.
In May our main investment activity was picking up additional shares of Genworth to lower our average cost basis as the stock was more than 20% below our current cost basis. We'll continue to add to our investment if it becomes cheaper given I believe it can sustain $2+ eps in a few years.
We also made our regular monthly investments in our IRAs and Conocco Philips DRIP, and had some dividends and 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%, May -1.56%.....

May 2011 Investment Report:

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