July 2013 Investment Comparison Report (+2.57%)

Aug 15, 2013 @ 05:45 pm by EMS

Yeah!  After 10 months, we finally beat our benchmark (VTI)!  Thanks largely to Apple’s positive performance, we managed an 8.23% increase over the month.

We took some additional steps to diversify our portfolio this month by increasing our shares of VTI.  We will likely continue to do so until our shares in VTI match or are greater than our shares of Apple.

July 2013 Stock Performance

July 2013 Net Worth Update (+3.70%)

Aug 07, 2013 @ 06:25 pm by EMS

Our investments in July did very well, and led us to a year high net worth percentage increase of 3.7%.  Our spending was a bit higher than I would have liked, but I guess with one vacation and prepping for another vacation, that is to be expected.  This was also the first month in 2013 that our stock portfolio outperformed our benchmark.

We took out a loan to cover the cost of our upcoming solar array installation this month.  We have hit a bit of an engineering snag on the project, but I think it will be resolved without much additional direct cost, it is just slowing down the project (and therefore increasing the life of the loan, which is obviously costing money).  I’m hoping by the next time I post a net worth report, the array is either on the roof or is being installed!

July 2013 Net Worth Report



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