March 2012 Investment Comparison Report (+1.83%)

Apr 24, 2012 @ 07:47 am by EMS

Our portfolio was up a total of 4.45% over March.  In comparison with our benchmark, VTI, which was up by 2.62%, we beat the benchmark by 1.83%.  For the first quarter of 2012, we beat our benchmark in 2 of the 3 months.

March 2012 Net Worth Update (+2.48%)

Apr 04, 2012 @ 10:21 am by EMS

March ended up being a pretty good way to end the first quarter of 2012.  We completed our fourth straight month of positive net worth growth with a $7,770 increase.  Over the quarter, we increased our net worth by over $35,000.  Our investments have been doing very well and accounted for over half of the gain.  I’m cautiously optimistic that the economic growth that seems to have come around slowly will continue.  The one area where I wish we could have done better this month is in paying down our home loan.  I’m really hoping to get that balance down to less than $140,000 before June.



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