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 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 balance we have [...]
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 have updated [...]
We finished the year with a 19.7% change in our accessible net worth. We fell just short of our 21.6% goal for the year.
Our total net worth change since January 2003 is 1062.5% just missing our dollar plan goal of 1080%.
© 2009 My Dollar Plan | |
