Portfolio update – September 2015

At the end of September 2015, my portfolio stood at $97,787.80 across all my accounts combined. Comparing to my portfolio balance of $98,190.40 at the end of August 2015, this represents a decrease of $402.60 for the month of September which represents a 0.41% decrease for the month.

New investments accounted for $1,500.00, thereby giving a net portfolio decrease of $1,902.60 or 1.93% for the month. The portfolio has been decreasing for 2 months in a row and 3 times in the last 4 months due to market volatility. But I am not too worried as this just means that my new investments went a bit farther than otherwise 🙂

I am still shy of the $100K mark again. Been close to it for few months now in spite of continued new investments.

I continued my weekly sharebuilder purchases in September. I did not have any other purchases in the month.

Here is a graph showing the growth of my portfolio since 2009.

Disclosure: Long on all stocks mentioned above.

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6 thoughts on “Portfolio update – September 2015

  1. That’s a pretty good looking chart, it shows you’ve stay consistent with your contributions overall which includes a growing amount of dividend income. Good job adding to CVX recently as well recently. Keep it up.

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