How did we do in 2012?

Here we are in February, 2013 revisiting our portfolio.

Let's take a look and see how it did this year.

Up 10.93%. Looks good.

Compare that to the S&P 500 which is up 18.5% for the same time period.

Well, I can't complain about being 10.93% ahead, but for those of you that just held the S&P 500 index fund this year, you did quite well.

I plan on holding this portfolio until about April 20, which is about the time that most stocks peak.

You've heard the adage, "Sell in May, go away." Well, this is surely the year to pay attention to that, since stocks are really getting quite overvalued this year.

I will most likely plan to repurchase a new portfolio in the fall when stocks reach more normal valuations.