February 2012 Investment Comparison Report (+4.41%)

Mar 26, 2012 @ 11:47 am by EMS

February 2012 was a great month for our stocks.  We basically doubled-up our benchmark and beat them by 4.41%.  I didn’t keep as close track as I probably should have, but I believe a lot of the increase was due to Apple’s stellar month.

February 2012 Net Worth Report (+$17,665)

Mar 02, 2012 @ 12:26 pm by EMS

Buoyed by our 2011 income tax refund and positive growth in the stock market, we were able to make a huge gain in February.  In fact, the $17,665 that we gained over the month was just $60 shy of our record gain recorded in October of last year!

Probably the most remarkable part of February was that we managed to pay down our mortgage by $4,430.  We used our tax refund to pay $2,800 of that total.

Clearly, this month went quite well, although I don’t expect the stock market gains that we’ve seen in the first 2 months of the year to continue.  I suspect that March will be a much more typical month for us.

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