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Archive for April, 2011

March 2011

April 4th, 2011 at 09:18 pm

Cash & Savings: $78,293 (3.65%)
Foreign Currency: $32,471 (1.24%)
US Brokerage: $144,516 (1.54%)
Overseas Brokerage: $101,082 (6.53%)
401(k): $64,403 (2.12%)
IRA: $96,048 (1.22%)
Roth IRA: $28,026 (-0.67%)
Total Assets: $544,839 (1.81%)

The global equity market turned out finishing the first quarter strong despite the disaster in Japan and the turmoil in the Middle East. However, whether that trend can continue is very debatable.

Unfortunately, despite the strong ending a new actively managed account still remained flat in March. Also I still didn't manage to review my portfolio.