February has gone by quite quickly especially being a short month. At the end of February 2015, my portfolio stood at $$88,201.15 across all my accounts combined. Comparing to my portfolio balance of $83,414.16 at the end of January 2015, this represents an increase of $4,786.99 for the month of February which represents a 5.73% increase for the month.
Of the increase, new investments accounted for $1,200, thereby giving a net portfolio increase of $3,586.99 or 4.30% for the month. The market increased by 5.48% (S&P 500) in Feb.
I have been making weekly sharebuilder purchases in February and adding to my positions in JNJ and KO primarily this month. Both JNJ and KO was lower this month compared to my average price and that enabled to me to add more as well as lower my average price. Also, I initiated a position in AT&T (T) this month and have been adding to that stock as well as part of my weekly purchases. I plan to continue adding T until I build a reasonable position (subject to price).
The portfolio increased in February following two months of net decline. The oil prices rebounded in February, but the oil related stocks are still under pressure. I had written about making at least 1 big purchase in Feb, but didn’t do any. I hope to do it in March.
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.