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:
- Consumerism Commentary
- Single Guy Money
- My Money Blog
- The Sun’s Financial Diary
- Million Dollar Journey
- My Family’s Money
- Stupid Money Hacks
Related Articles
How do you account for additional contributions? Just add it in as % gain?
No Debt PlanApril 3rd, 2008 at 10:17 am
April 3rd, 2008 at 8:51 pm
Thanks for the link!
FlexoApril 3rd, 2008 at 10:45 pm