March 2008 Net Worth Update: 0.0%

Posted by Madison

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 dollar plan is 972.7%.

March Performance Highlights

Individual Stocks

  • Best: Paychex
  • Worst: Fifth Third Bank

Mutual Funds

  • Best: Vanguard REIT Index
  • Worst: Vanguard Emerging Markets Index

Action Plan

I plan to finally sell the Fifth Third Stock. I have consolidated the certificates into one account. In addition, I’m considering giving our kids the rest of the individual stocks. It will depend on the final result of our taxes after the recharacterization.

Previous Net Worth Updates:

Check out how others did in March:





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Comments to March 2008 Net Worth Update: 0.0%

  1. How do you account for additional contributions? Just add it in as % gain?

    No Debt Plan
    Reply

  2. @ No Debt Plan: I’m just using a basic change in percentage formula to calculate the percentage using the total portfolio values… Ending – Beginning / Beginning.

    Madison
    Reply

  3. Thanks for the link!

    Flexo
    Reply




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