Posted byon March 3, 2008
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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 a few items that are worth celebrating:
February Performance Highlights
Here’s some of the YTD returns for the US Market for comparison:
While it’s disheartening to see our portfolio drop by over $25,000, I’m still comfortable with our decline. Our contributions are very small in relative value to our portfolio value at this point so there isn’t much I can actively do to change the impact of the market. I am comfortable with our asset allocation and plan to sit tight, as we are investing for the long term.
Previous Net Worth Updates:
Check out how others did in February: