Saturday, May 4, 2013

Taking Stock: April 2013

Time again for a Taking Stock post. Here is the state of affairs at the end of April 2013.

Total: 55.3 Units

Van Gogh:  14
Bernini: 13
El Greco: 12
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 52.2 Units - so we have a net 3.1 unit change in a month. That represents a 5.94% monthly growth including new contributions. Market has done really well last month and the portfolio reflects that. Considering that the total portfolio value at the start of the year was 46.6 Units, we have a YTM growth of 18.67%. This year is turning out well so far.

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