Investment Performance October 2012 (+0.10%)

This is my monthly investment portfolio report. At this point I view my ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers our taxable portfolio and IRE retirement accounts. My 401k (which is roughly 1/2 our portfolfio) is not included as the index funds it includes are not publicly traded and difficult to incorporate in this report.

October Highlights:

  • My personal portfolio again rocked this past month for the 2nd month in a row. Our portfolio performed nearly 2% better compared to our benchmark. We saw a 0.10% gain in our portfolio compared to our VTI benchmark loss of -1.81%.
  • In October we reviewed our small investment holdings and as part of that review sold off our small investment in Argo Group International holdings.
  • We also made an initial investment in HewettPackard as it hit fresh new multi-year lows. Being a competitor of one of our largest holdings IBM (and employer) I thought it might be wise to hedge a bit given this opportunity.
  • We made our regular monthly investments in our Roth IRAs, 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%, Mar +2.35%, Apr -1.74%, Sept +3.47%, Oct 0.10% .....

October 2012 Investment Report:

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Comments (1)

Have you re-assessed whether your benchmark is an accurate reflection of your holdings?

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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: $1,938,393


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