Investment Performance August 2011 (-5.42%)

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.

August Highlights:

  • Our portfolio nicely beat our VTI benchmark for the month (-5.42% vs -6.09%).
  • Things looks more attractive in the market to me and we made a new contribution into our investment portfolio with several small investments.
  • We sold our position in Community Bankers Trust (BTC) early in the month, and then made investments in Markel Debt (MKV), Dryships (DRYS), Genworth (GNW), and General Electric (GE).
  • We also finally bit hte bullet and made an initial investment in Berkshire Hathaway (BRK-B). I've wanted to invest in this company for so long, I decide to use the recent market declines to make at least a small initial investment.
  • 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%, June -1.63%, July -2.71%, Aug -5.42%.....

August 2011 Investment Report:


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Comments (1)


in comparing your portfolio performance to VTI benchmark, you aren't subtracting out your contributions, right?

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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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