Wednesday, April 3, 2013

Taking Stock: March 2013

Another new month and with it - another Taking Stock post. Mar 2013 has been good - markets have done well - so I expect my nest egg should have grown a bit. Lets take a look:

Total Portfolio Value: 52.2 Units

Van Gogh:  13
Bernini: 12
El Greco: 11
Klimt: 5
Durer and Bruegel: 3 each
Monet and Da Vinci: 2 each
Renoir and Turner: 1 each

Change Over Last Month

The last Taking Stock had the total portfolio value at 50.2 Units - so we have a net 2.0 unit change in a month. That represents a 3.98% monthly growth including new contributions. Considering that the total portfolio value at the start of the year was 46.6 Units, we have a YTM growth of 12.02%. Not too shabby!

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