March 2013 Investment Comparison Report (-1.22%)

Apr 15, 2013 @ 05:04 am by EMS

Our underperformance of our investments when compared to the benchmark of VTI now continues into its sixth month.  We trailed the index by 1.22% this month.  Again, a large part of the problem came about from an overly-heavy position in Apple stock.  All new funds being invested will either go directly into VTI or into existing holdings other than Apple to help balance things out going forward.

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March 2013 Net Worth Update (+1.68%)

Apr 02, 2013 @ 09:04 am by EMS

 

 

 

 

 

 

 

 

 

 

March ended up another positive month, with a gain of nearly $6,000.  Being that this was the end of the quarter, I entered in a conservative vehicle depreciation asset deduction of $2,000.  Our expenses were a bit high this month, as we upgraded our basement home entertainment theater in an effort to “cut the cord” from DirecTV and switch over to an IP/Streaming based solution using a Roku box.  So, while we had to upgrade our projector to HDMI and make various other changes, we ended up with a significantly upgraded setup that will cost less monthly to run.  We’ll be investigating later this summer if a complete “cable/satellite” free system with work for us, but for now I am happy with reducing our monthly Satellite TV bill by about 15%.

I suspect April will be a rather expensive month, as we are working towards upgrading our ugly formica countertops with a more modern granite product.  We’ve been shopping around getting quotes since the beginning of the year and have finally found a solution that we like.  We haven’t yet pulled the trigger yet though, as we are waiting for the installer to offer one of their fairly regularly scheduled sales price events.

 

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