September 2012 Investment Comparison Report (+0.59%)

Oct 31, 2012 @ 07:49 am by EMS

We beat our VTI benchmark in September by slightly over half of a percentage point.  This was the third consecutive month that we beat VTI.  However, October will definitely put an end to that streak due to Apple’s performance.  More info on that in next month’s post.

September 2012 Net Worth Update (+1.67%)

Oct 01, 2012 @ 09:59 am by EMS

Out net worth increased by $5,548 in September, which is a 1.67% gain over August.  We didn’t have any extraordinary events in September and we were able to keep our expenses down to where September was the third least expensive month of 2012.  Hopefully we can continue that trend in October, as we have no major purchases planned.  This was also the first month in as long as I can remember that we spent less than $200 on childcare!!

Our kids finally did win the battle of wills in regards to owning a pet, so we now the proud owners of what appears to be a rottweiler-shepherd mix.  We got her from the local humane society, so we did/will incur the associated costs of pet ownership.

Adjustment on Previous Month’s Report

Oct 01, 2012 @ 09:22 am by EMS

I just noticed an accounting error on the August 2012 report which resulted in overstating our net worth balance by $1,033.  The amount stated in the report was $333,881 and it should have been $332,848.  Basically, I forgot to add the balance of our clothes washer purchase (on credit).  The error has been corrected and hopefully won’t be repeated in future reports…



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