April 2012 Investment Comparison Report (-1.61%)

May 15, 2012 @ 11:04 am by EMS

In April 2012, our stock performance trailed our benchmark by 1.61%.  This was the poorest result in the benchmark comparison since October of 2011, where we trailed by 2.91%.

RESTATEMENT – April 2012 Net Worth Update (+0.14%)

May 15, 2012 @ 10:58 am by EMS


Due to an error that I had made in mid-April in which I recorded a stock purchase twice, I mistakenly overstated our net worth report for the month.  Our new (correct) report shows a gain of only .14% over the month.

April 2012 Net Worth Update (+0.80%)

May 01, 2012 @ 11:13 am by EMS

April 2012 gave us a modest gain of $2,574.  The only major financial event this month was a $550 payment for local taxes.  The market was mostly lackluster, and we did end up down in comparison with our VTI benchmark this month.  This month also marks the first time that my 401(k) plan exceeded the $100,000 mark.

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