Investment Performance January 2012 (+4.03%)

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.

January Highlights:

  • January kicked off the year right with strong across the market gains. We posted a +4.03% increase in our portfolio compared to our VTI benchmark increase of 5.07%.
  • I've now been tracking our monthly investment performance for 3 years and should be able to perform some decent analysis about out investment performance, but I already know the net - our benchmark the Vanguard Total Stock Market Index has pretty consistently performed slightly better. More to come I hope when I have a chance to dig through the data.
  • January was a quiet month transaction wise after we executed some tax harvesting at the end or December. We only made a small additional investment in Fairfax Financial.
  • We also made our regular monthly investments in our Roth 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%, Oct +9.88%, Nov -0.39%, Dec +2.10%, Jan '12 +4.03%.....

January 2012 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 (1)


2Million, this is good insight and something I discovered awhile back in my portfolio. This is why I became a believer in low cost index investing. I just found that I wasn't able to consistently outperform the market with individual stocks.

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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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