Layout:
Home > November 2014 - Too much food and too less time on investment

November 2014 - Too much food and too less time on investment

December 2nd, 2014 at 10:25 pm

Cash & Savings: $108,274 => $109,813 (1.42%)
Foreign Currency: $37,901 => $37,963 (0.16%)
Domestic Brokerage: $278,505 => $281,435 (1.05%)
Int'l Brokerage: $235,132 => $242,014 (2.93%)
401(k): $2,436 => $5,935 (143.64%)
Rollover IRA: $175,749 > $178,581 (1.61%)
Roth IRA: $109,212 => $111,264 (1.88%)
Total Assets: $947,210 => $967,005 (2.09%)

The global equity market improved a little bit but not that much in November.

One thing I need to keep an eye on in December is that I don't over contribute into my 401(k) account. What happened was when I switched job in the middle of the year I stopped contribution for a few months and only resumed contribution in October. In order to catch up I went from 17% to 25% contribution, assuming it will take 2 billing cycles for the contribution % change to take place but it actually took place immediately.

Other than that, I still have a lot of work to do in December as I haven't had the chance to overhaul my Rollover IRA account holdings. I've been slacking this Thanksgiving holiday and now I have to catch up before Christmas...

0 Responses to “November 2014 - Too much food and too less time on investment”

Leave a Reply

(Note: If you were logged in, we could automatically fill in these fields for you.)
*
Will not be published.
   

* Please spell out the number 4.  [ Why? ]

vB Code: You can use these tags: [b] [i] [u] [url] [email]