Investment Performance February 2012 (+4.68%)

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.

February Highlights:

  • February was another strong month of market gains. We posted a +4.68% increase in our portfolio compared to our VTI benchmark increase of +4.22%.
  • I've now been tracking our monthly investment performance for over 3 years and recently posted an analysis of long term investment performance. I'm still mulling over what actions to take from the review, but likely will be moving more of our investments into Vanguard's Total Stock Market Index as a result.
  • February was another quiet month transaction wise. We made no additional investments beyond on normal monthly cadence.
  • We 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%, Feb +4.68%.....

February 2012 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)


You have a lot of overlap. Probably better you think about buying ETFs in the future in the sector you want to invest in. Would be cheaper and you would not weighted so much to one stock in that sector.

Great job in Feb ! I've just started tracking my net worth, and it's been a very good few months. Of course a big stock rally the past few months helps !

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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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