February 2013 Investment Comparison Report (-0.61%)

Mar 01, 2013 @ 01:00 pm by EMS

For the fifth straight month, our stock portfolio lagged in comparison with VTI.  The fact that I’m not picking better than this index fund makes me believe that I need to start putting some more of our investments in VTI rather than trying to out guess it.

February 2013 Investment Comparison

Fortunately, the gap this month wasn’t huge as it had been the previous two months.

February 2013 Net Worth Update (+2.36%)

Mar 01, 2013 @ 12:54 pm by EMS

February ended up with a nearly identical net worth gain as the month before.  We grew our net worth by a tad over $8,000.  A sizable part of that came from our 2012 tax return refund.  Additionally, we did a great job in reducing our spending for the month.  Our monthly expenses were the lowest that they have been since September of 2010.

Unfortunately, our investment performance over the month once again trailed our index fund.

February 2013 Net Worth Peformance

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