February was not quite the month that January was.  Still all three three major indices (NASDAQ, S&P 500, and Dow Jones Industrial Average) finished lower at the end February than they started.  They still finished above the lows hit in the middle of January, but only slightly so.  My portfolio performance though negative has managed to retain most of it’s value, declining a modest 1% versus the 3.2% decline of the S&P 500.

This month I add another detail to my investment performance, a chart tracking the historical performance of my primary brokerage account.

One of the problems with these type of charts is that they can be dominated by strong performance in the beginning of the period being tracked.  That hasn’t really been the case in my own portfolio where I’ve generally lagged the indices by a few percentage points until recently.  Most of lag can be attributed to the fact that I have not always been fully invested.  My recent mediocre performance contrasts well with dismal performance of the overall market.

I’m looking to add my other accounts to this chart, but my brokerage account is the only account I’ve accurately maintained records. With some work I should be able to do the same with my 401K, and other retirement accounts as I track down the exact timing and amount of my contributions.