June was a rough month for the DJIA. It dropped 10.2% in June. My account lost 1.78% for the month. I took a realized gain of $2,555.01 for June and delayed a loss on VIP where I’m down $1,000. I’m now destroying all the major indexes for the past year with my slightly positive 12 month return.
My current account value according to Quicken is $95,272.14 and according to TD Ameritrade is $95,294.53. I’m planning to make another deposit this week and if my account doesn’t take a dive I should hit $100,000 before my 37th birthday on Sunday, July 6th. I’ll post a screen shot when I get there, whenever it is. Here’s how I compare the major indexes:
- 12 month Return: +0.71%
- Annualized Since 4/8/07 (blog’s beginning): +3.92%
- Deposits for month: $2,500 on 6/5/08
According to Morningstar, here’s how the major indexes have done over the past 12 months:
- 1 year S&P Return: -13.4%
- 1 year Dow Jones Return: -13.42%
- 1 year NASDAQ Return: -11.12%
- 1 year Russell 2000: -15.64%
- 1 year S&P Midcap 400: -7.03%
The VIX has crept back up to 23.95 and the VXN is up to 29.76 which is better than last month for showing a little fear in investors minds, but not quite high enough yet to signal an actual short term bottom yet. I’m creeping into July with a good bit of caution at the ready.
The markets have been extremely bearish lately. I guess it has to give up a lot of the profits it was making in the bulls market. Wounder how far we will go, it’ll be interesting to see.
http://www.stocks-simplified.com
showing the negative indexes puts your gains in perspective. i kind of like the way you compare your progress to the big indexes or markets. that’s a good idea