Mutual Fund Performance (All grouped together)

• Monday, January 1^st, 2007 Full Value $11,125.85
• Friday, January 12^th, 2007 Full Value $11,137.28
• Increase of $11.43 which is a ~.01% increase.

Individual Stock Performance (All grouped together)

• Monday, January 1^st, 2007 Full Value $2401.75
• Friday, January 12^th, 2007 Full Value $2356.52
• Decrease of $45.23 which is a ~2.0% decrease.

The New Year is starting very slow in both my retirement accounts. As you can see, my mutual fund has increased a little, while my stock portfolio has dropped due to Vonage dropping in value even more. Suncor Energy Inc (SU) is finally looking like it’s picking up some speed after dropping more than $10 at the end of 2006.

I’ve decided that instead of posting my stock performance on a weekly basis, I will start posting it on a monthly basis; unless there are some radical changes that develop. I’ve also calculated my “wanted” return for 2007.

• Mutual Fund -15% growth in 2007 which would be $12794.73
• I will need my portfolio to increase in value by $1657.45

• Individual Stock Portfolio 18% growth in 2008 which would be 2834.06
• I will need my portfolio to increase in value $477.55

I will also be contributing to my Roth IRA so I will have to calculate my real return after I think of how much I want to add this year.