April was a wonderful month for us. Nothing special, but we finally have an increase in our portfolio after negative returns the last three months. I’m usually more focused on the long term, but reporting it each month to you made me start to notice. As my two-year-old would say, “I’m a happy camper!”
During April our portfolio increased 3.8% and brings us to 1031% total increase since the beginning of our dollar plan.
April Performance Highlights
Individual Stocks
- Best: Exxon
- Worst: Procter & Gamble
Mutual Funds
- Best: Vanguard Emerging Markets Index (Was the worst last month!)
- Worst: BGI US Debt Index Funds (Bond Index)
Action Plan
I’m still debating how to handle the change in my pension plan. It will affect our dollar plan either way.
Previous 2008 Net Worth Updates:
Check out how others did in March:
- April 2008 Score Card — Part I: Net Worth at The Sun’s Financial Diary
- Net Worth Review at Single Guy Money
- Anyone Loving the Market in April? at Free Money Finance
- Personal Balance Sheet, April 2008 ($151,079, +5.3%) at Consumerism Commentary
- April 2008 Net Worth Update (+1.65%) at Million Dollar Journey
- Net Worth Update - April 2008 at Lazy Man and Money
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That really is amazing. Congrats!
MyMoneyAdventureMay 5th, 2008 at 9:39 am
Wow. Nice graph! Do you have data going back through the bubble burst? Or does that pre-date your investing?
fivecentnickel.comMay 9th, 2008 at 8:40 pm
wow, at this rate, you’re increasing your networth 40% a year!
Living Off Dividends & Passive IncomeJune 2nd, 2008 at 11:57 pm