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Home > Archive: July, 2011

Archive for July, 2011

June 2011

July 4th, 2011 at 08:13 pm

Cash & Savings: $79,878 (4.84%)
Foreign Currency: $32,924 (0.31%)
US Brokerage: $148,560 (0.15%)
Overseas Brokerage: $101,576 (-1.29%)
401(k): $67,964 (1.39%)
IRA: $98,029 (2.55%)
Roth IRA: $26,091 (-1.26%)
Total Assets: $555,022 (1.04%)

My stock protfolio pretty much stays at the same level as last month but that means all the monthly investment I put in had led to further losses, a very frustrating process. I have a CD of $5,000 maturing this week and another personal loan of $15,000 that will be re-paid in late July. Where to park all these cash is a big question given my poor return on stocks.