November 2010 Investment Comparison Report (-1.63%)

Dec 16, 2010 @ 03:36 pm by EMS

My 3 month span of beating VTI came to an abrupt halt in November as I trailed the index by 1.63%.  Unfortunately, my December performance to date has been about on par with what happened in November.

November 2010 Net Worth Report (-$631)

Dec 01, 2010 @ 11:10 am by EMS

Primarily due to an under-performing portfolio, we experienced our first negative month since May of 2010.  The overall market was up slightly, ours was down slightly, and our income did not quite do enough to keep up.  Throw in the upcoming Christmas holiday and related expenses, and you get a negative report for the month.  November was a fairly expensive month, as we paid for our upcoming trip to New York City, hosted the family Thanksgiving Dinner, and the aforementioned Christmas gifts.  The good news is that most of that is over with, and December should have a more positive cash flow.  Our one big expense for December will likely be the $550 that I’ve been saving for six months in order to buy a lifetime subscription to XM Radio.  I hope to post on here soon on why I feel that this is a good value in my situation.

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