Investment Performance September 2011 (-7.05%)

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.

September Highlights:

  • September turned into a bloodbath as the 3rd worst overall month since I have been keeping track only missing Feb 2009 (-9.94%) and May 2010 (-8.13%).
  • Our portfolio nicely beat our VTI benchmark for the month (-7.05% vs -7.59%).
  • Things look more attractive in the market to me, but I'm gunshy because of our low cash position.
  • We sold our position in China Fire & Safety Group early in the month to a nice profit, and then slowly made some investments in Genworth (GNW) and Bank of America (BAC).
  • 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%, Sept -7.06%.....

September 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....

Comments (3)


I'd love to hear more on your baby expenses, tips and how you manage it. My wife and I will have a baby in June and would love to hear how you and your wife have coped. Thanks.

I am struggling to understand - do you inject any money or additional shares come from dividends reinvestment?

FI - look at the bottom of the table summary under "Total Net Contribution" -- this is the amount of cash taken out or contributed to our stock investments. You can see for on this report for the month of Sept we took out a net $2,278 in cash from stock sales, dividends, etc.

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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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