Investment Performance February 2013 (+0.49%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA 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.

February Highlights:

  • Our portfolio had a lackluster month. We saw saw a paper increase of 0.49% for our portfolio vs 1.10% for our VTI benchmark.
  • In February we did some profit taking and sold off an initial 100 shares of our Bank of America holdings. Its had a tremendous increase in value over the past 6 months and I figured it was a good time to take some of our investment back to cash.
  • The market's continued rally has given me a bit of pause over valuations. While I am not complaining with the recent rise, I believe equity returns could be less attractive. I'll be easing into a more conservative investment posture if the market continues to rally.
  • Our portfolio again saw significant valuation increases in Hewlett-Packard in February.
  • We made our regular monthly investments in our Roth IRAs, and had some dividends, but otherwise a very quiet month.
  • 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%, Jan '13 +6.72%, Feb +0.49% .....

February 2013 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....

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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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