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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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....

Comments (2)


Dear 2million, looking forward to seeing your Investment Perfomance for the last months, I follow it but see no update for a while....

Thanks,

I've been lazy - I have them, and will make sure I post one for August.

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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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