Investment Performance December 2012 (+3.09%)

This is our monthly investment portfolio report. At this point I view our 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 portfolio) is not included as the index funds it includes are not publicly traded and difficult to incorporate in this report.


December Highlights:

  • Our portfolio soundly beat our benchmark in Dec to end a year that was very productive from an investing perspective We saw a 3.09% increase in our portfolio compared to our VTI benchmark gain of 1.30%.
  • In December we made an additional investment in Markel after a significant drop on major acquisition news. I think long term the price drop presented a rare buying opportunity for this business.
  • Our portfolio saw signficant valuation increases in Hewlett-Packard, Genworth, and Bank of America in December.
  • 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%, Nov -0.20%, Dec 3.09% .....

December 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 (1)


2 million - if you actually have an "ability to invest with above average return" perhaps you should consider a career change to investment banker ....

It seems to me like you are very heavily weighted in financials. I hope it pays off for you - Good Luck !

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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: $1,266,600

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