Investment Performance September 2013 (+3.28%)

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.

September Highlights:

September was another great month of paper gains in our portfolio (+3.28%). We slightly under-performed our VTI benchmark (+3.40%), but I'll take it given how well our portfolio have been performing this year.
We made our regular monthly investments in our Roth IRAs, and had some dividend & dividend reinvestments.
We made a small investment in Blackberry which is more of a gamble that I believe Blackberry is now undervalued and will be sold at a high price.
I still am looking for opportunities to get our portfolio in a more defensive position. We have had a fantastic run over th past 12 months and looking to lock in gains where I feel our investment is overvalued.
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%, Mar +4.52%, Apr +1.30%, May +2.87%, June -0.97%, Jul +6.45%, Aug -3.67%, Sept +3.28%.....

September 2013 Investment Report:

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