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Archive for April, 2015

March 2015 - Maintaining the One Million Mark while Planning My Wedding

April 4th, 2015 at 09:57 pm

Cash & Savings: $40,388 ==> $44,819 (10.97%)
Foreign Currency: $38,794 ==> $39,625 (2.14%)
US Brokerage: $298,160 ==> $296,068 (-0.7%)
Overseas Brokerage: $249,558 ==> $247,942 (-0.65%)
Retirement Accounts: $307,304==> $308,215 (0.3%)
Business Investment: $65,000 ==> $65,000 (0%)
Charitable Account: $14,279 ==> $11,774 (-17.54%)
Total: $1,013,483 ==> $1,013,443 (0%)

Surprisingly, I'm able to maintain above one million dollar six weeks after engagement. But now that I think of it it actually makes sense since I'm only paying off the ring in April and other expenses like various deposits only begin in April as well.

One thing I need to do in April is reviewing my Q1 fund performance to see if I need to make any adjustment. I was also hoping to sell a few stocks and use the proceeds for my wedding but right now it doesn't look like it will happen soon given the market gyration.