That was quick. One month has already gone by in 2015. Time to report the status and progress for the month. Monthly status checks help to stay on course as well as help identify goals that might need closer attention.
At the end of January 2015, my portfolio stood at $83,414.16 across all my accounts combined.
Comparing to my portfolio balance of $83,754.61 at the end of December 2014, this represents a decrease of $340.45 for the month of January which represents a 0.41% decrease for the month.
Of the increase, new investments accounted for $1,200, thereby giving a net portfolio increase of -$1,540.45 or -1.84% for the month.
This is the second month in a row where the net portfolio has gone down. The market has been really choppy in the last few weeks and continues to be volatile. The oil prices continues to be weak and this is putting lot of pressure in oil related stocks. I have been making weekly sharebuilder purchases in January and adding to my positions in AFL, BBL and JNJ primarily. I didn’t make any other purchase. but looking forward to making at least 1 big purchase in Feb.
Here is a graph showing the growth of my portfolio since 2009. As always, it is satisfying to see the graphs going higher each month/year. It reinforces the fact that I am making progress towards my goals.
Disclosure: Long on all stocks mentioned above.