April 2011 Investment Comparison Report (-0.14%)

May 20, 2011 @ 08:31 am by EMS

We slightly lagged our comparison index in April.  Our portfolio was up by 2.75%, while VTI was up by 2.89%.  I recently sell all of our positions in IAU, as I feel that the rush on gold is about over.  We nearly doubled our money in the 3 and one-half years that we held the position though.

April 2011 Net Worth Report (+$6,253)

May 02, 2011 @ 11:01 am by EMS

Considering that our April spending was a good bit higher than the other months of 2011, I’m pleased to report a 2.28% net worth increase over the month.  Our investment performance was closely on par with our tracking fund, VTI.  The aforementioned higher spending was due to flight tickets for our November trip to Florida.  We had planned to drive the 24+ hours to get there, but after a Kayak price alert notified us that the flight tickets were down to a very reasonable rate, I pulled the trigger and picked up 5 tickets for a total of $1,000.  The more I think about it, the happier I am with the purchase.  It means another two days on vacation rather than in a mini-van with three anxious children.  We moved about $3,000 of cash into our children’s college savings accounts and we paid some extra on the mortgage, so all in all it has been a pretty successful month financially.

Our big expense in May will be the $2,000+ water line connection from the township.  As I did with the water line hookup last fall, I’ll increase the value of our home a matching amount to offset the cash position.

April 2011 Net Worth

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