After two months of portfolio declines, we finished March at no change! Yes, you read that right. Our portfolio value finished the month with less than $100 difference from February. I think that is the first time ever! Our year to date total remains at -7.0%. Our total percent increase since the beginning of our [...]
Our portfolio declined by 1.8% in February. It brings our year to date total for 2008 to -5.6%. The total percent increase (not to be confused with total return) of our portfolio since the beginning of our dollar plan is 989.6%, dipping under 1000% for the first time since last July. The Good News Despite the declining [...]
Our portfolio declined by 3.7% for the month of January. The total percent increase since the beginning of our dollar plan is 1010.9%. Factors Since the total market was down in January, so is our portfolio as we use a total market approach to investing. As always, 2 plans in our portfolio have not reported results yet. I [...]
