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Home > Archive: March, 2011

Archive for March, 2011

Feb 2011 - still didn't evaluate my past investment's performance

March 2nd, 2011 at 06:08 am

Cash & Savings: $75,538 (2.88%)
Foreign Currency: $32,073 (0.31%)
US Brokerage: $142,331 (0.39%)
Overseas Brokerage: $99,042 (2.11%)
401(k): $63,064 (2.64%)
IRA: $94,890 (-1.13%)
Roth IRA: $28,214 (2.40%)
Total Assets: $535,152 (1.14%)

February turned out to be a tough month for emerging markets although my domestic stocks purchased in January have been doing okay. The other thing that drags my return is a new actively managed account I opened a few months ago, all the funds I purchased based on the account manager's recommendation have been losing money so far, very sad.

And another month has passed and I still didn't find the time to evaluate my past year's investment performance. This is not good. I really need to do this before end of March so I have time to make adjustment.