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Archive for July, 2012

June 2012

July 4th, 2012 at 08:21 pm

Cash & Savings: $51,148 => $53,997 (5.57%)
Foreign Currency: $34,497 => $34,773 (0.80%)
Domestic Brokerage: $152,448 => $160,598 (5.35%)
International Brokerage: $156,982 => $160,886 (2.47%)
401(k): $80,105 => $82,573 (3.08%)
IRA: $88,584 => $94,351 (6.51%)
Roth IRA: $20,498 => $20,844(1.69%)
Total Assets: $584,262 => $608,002 (4.06%)

The return this month has been positive on all fronts but if I look at where everything was back at the beginning of May the current posisitons are still lower. Overall not a bad finish but nothing to cheer about.

By the time I'm writing thie entry I just passed the big 4-0 milestone. Maybe I mentioned this before, but when I first started working in late 90s the economy was going really strong and I was thinking maybe by the time I turn 40 I can accumulate one million worth of asset. Well, obviously I didn't achieve that goal and a few years ago when the economy started tanking I already knew it's not going to happen. It wasn't a realistic goal anyways but it's interesting to reflect how innoncent I was, or the whole world was, back in late 90s, or even in mid 2000s, thinking the party can keep going strong - WRONG!!