April 2008 Net Worth Update: +3.8%

Posted by Madison on May 5, 2008

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 April our portfolio increased 3.8% and brings us to 1031% total increase since the beginning of our dollar plan.

April 2008 Net Worth

April Performance Highlights

Individual Stocks

  • Best: Exxon
  • Worst: Procter & Gamble

Mutual Funds

  • Best: Vanguard Emerging Markets Index (Was the worst last month!)
  • Worst: BGI US Debt Index Funds (Bond Index)

Action Plan

I’m still debating how to handle the change in my pension plan. It will affect our dollar plan either way.

Previous 2008 Net Worth Updates:

Check out how others did in March:

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Comments to April 2008 Net Worth Update: +3.8%

  1. That really is amazing. Congrats!


  2. Wow. Nice graph! Do you have data going back through the bubble burst? Or does that pre-date your investing?


  3. wow, at this rate, you’re increasing your networth 40% a year!

    Living Off Dividends & Passive Income

  4. I know people have a hard time discussing actual monetary numbers but how much is +3.8? 100k? 200k? 50k?…
    It would be great if you have actual numbers of how you’ve saved so much. Was the total income for both of you 6 figures for a period of time?


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