Cash & Savings: $87,256 => $71,804 (-18.53%)
Foreign Currency: $33,995 => $35,948 (5.74%)
Domestic Brokerage: $163,531 => $167,737 (2.57%)
International Brokerage: $85,873 => $208,875 (143.24%)
401(k): $71,751 => $94,394 (31.56%)
IRA: $87,489 => $34,633 (-60.41%)
Roth IRA: $21,802 => $80,986 (271.46%)
Total Assets: $551,697 => $693,657 (25.73%)
My total assets increased more than a quarter last year and certainly more than my take home income so bulk of the gain came from my investment. The biggest gain is a $123,002 in my international brokerage account, which reflects solid returns from several investment vehicles, including currency trading.
The other big gain came from my 401k account of $22,643. Since one can only contribute $15,000 per year $7,000 came from the strong US market.
Between my rollover IRA and Roth IRA the gain is about $7,000 so that's not a lot. To be more specific the return on my roller IRA account is quite good but because I lose so much money on Roth IRA and I had to take a lot of money earlier this year due to my previous account's mistake it diluted my overall return.
When you report your return on a monthly basis you tend to lose focus on the bigger picture so this exercise really helps me to understand I did quite well last year, whether I can repeat the same performance this year I don't know. In the best case scenario I can only make slightly more than what I make last year due to a change in compensation formula so any major gain has to come from my investment. We shall see...
How I did in 2012 - what a pleasant surprise!
February 5th, 2013 at 07:02 am
February 5th, 2013 at 12:45 pm 1360068322