September 2011 Investment Comparison Report (+1.28%)

Oct 31, 2011 @ 09:32 am by EMS

For the third straight month, our investment portfolio beat our benchmark.  Unfortunately, it was still a negative month though.  We lost 6.26% of value, while VTI lost 7.54%.

 


September 2011 Net Worth Report (-$12,113)

Oct 06, 2011 @ 08:43 am by EMS

As expected, we took a major hit in our net worth value in September.  Between the poor performance in the stock market, our mortgage refinance, quarterly depreciation adjustments on our vehicles, and paying for our November vacation, we ended up down over $12,000.

The refinance went smoothly, and we’ll be saving well over $60,000 over the life of the mortgage in comparison to our original home loan.  We will continue paying the original amount of the monthly payments to get the thing paid off faster.  We took a pretty big hit in our 401k this month, with it’s decrease representing over half of the total monthly decrease.

Hopefully, the bleeding will stop in October, as we currently don’t have any major expenses planned for the month.

September 2011 Net Worth



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