Welcome to SolidPlanning.com. Solid Planning is a site where our dreams, strategies, and hard work are combined to produce tangible results. On this site we will review books, tips, tricks, and strategies, looking for ways to build our plan to meet the 2009 goals posted in the far right column. As we make progress we'll bring you along with articles and stories on this site. We welcome your suggestions and feedback along our journey so please feel free to leave comments!

Apr 10, 2009

Fidelity Loss in March

Our investment performance in 2009 still reflects a loss. However our portfolio, like the DJIA, has started an upward trend. Due to the fact our portfolio has been performing better than the DJIA we believe our portfolio diversification strategy is working pretty well.

During the period January 1, 2009 through March 31, 2009 the performance of the DJIA has been down about 16%, which is an improvement from last month which reflected a loss of 22%.

Our return for the same period reflects a loss of 2.75% using Fidelity's time-weighted formula. We'll perform some additional research to make sure the calculation of the formula does not invalidate our performance.

If you would like to know more about investment strategies please visit our Investment Planning articles.
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