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May 2011

June 15th, 2011 at 06:47 pm

Cash & Savings: $76,194 (28.99%)
Foreign Currency: $32,823 (0.16%)
US Brokerage: $148,331 (-2.02%)
Overseas Brokerage: $102,906 (-1.52%)
401(k): $67,030 (0.92%)
IRA: $95,591 (-4.09%)
Roth IRA: $26,423 (-2.02%)
Total Assets: $549,298 (1.57%)

Due to my busy work schedule and laziness I wasn't able to appeal my home value in time but there is a new push within the community to incoprporate into a new city thereby lower some other costs but that won't happen immediately. I'm not sure where all the cash comes from except a $5,000 interest free loan I gave to a friend years ago.

Portfolio wise I lost several thousands dollars due to the harsh market. 'Sail in May, Go Away' what wisdom it holds.

I also need to find out what contributed to my 4% drop in my IRA account.


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