Our portfolio decreased -5.6% in September, bringing us to 862% total increase since the beginning of our dollar plan.
In addition, our year-to-date total decrease is -16.9%.
Reflections on my portfolio this month
September was tough, just like most of 2008. However, instead of looking at the gigantic losses, it helps to focus on the benchmark. [...]
Our portfolio decreased -2.4% in August, bringing us to 919% total increase since the beginning of our dollar plan.
In addition, our year-to-date total decrease is -11.9%.
Reflections on my portfolio this month
August was a critical point for our portfolio. In the future, it will be the month that I draw an arrow to noting [...]
Ouch! June was a rough month for our portfolio. Our portfolio decreased -6.4% in June, that brings us to 968% total increase since the beginning of our dollar plan.
In addition, our year-to-date return is -7.7%.
Reflections on my portfolio this month
I just moved a portion of our portfolio to a CD ladder. I just [...]
May is slowly, but surely getting us back on track with our portfolio. Our portfolio increased 1.4% and brings us to 1038% total increase since the beginning of our dollar plan. The all time high for our portfolio was 1069% back in October.
In addition, our year-to-date return is now only -1.7%.
Reflections on my portfolio [...]
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 [...]
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