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Home > October 2015 - Fruitful Asia Trips

October 2015 - Fruitful Asia Trips

November 2nd, 2015 at 03:46 pm

Cash & Savings: $79,533 ==> $84,156 (5.81%)
Foreign Currency: $38,065 ==> $39,923 (4.88%)
US Brokerage: $293,170 ==> $312,180 (6.29%)
Overseas Brokerage: $238,161 ==> $249,257 (4.66%)
Retirement Accounts: $291,281 ==> $301,681 (3.57%)
Business Investment: $65,000 ==> $70,000 (7.69%)
Charitable Account: $9,932 ==> $10,397 (4.68%)
Total: $1,015,682 ==> $1,067,594 (5.11%)

This month I went to Asia for 2.5 weeks visiting 3 countries – first stop is a second wedding banquet at my home country where my parents live, second stop is Kyoto for my honeymoon, and last stop is to visit my in-laws. I was blessed to meet all the old friends and families and for the purpose of this blog I received enough gifts to cover all my expenses and even more.

In October it seems like the market has returned some of its losses since August, which explained the increase of value in all my brokerage and retirement accounts. In fact, the actual value would be even higher since I sold some Altria shares, worth about $8,900, and moved the proceeds to my checking account.

The financial consultant I worked with at my brokerage account recently just left so I need to make an appointment with the new consultant they appointed to me. I hope he is as good as the previous one.

1 Responses to “October 2015 - Fruitful Asia Trips”

  1. Livingalmostlarge Says:
    1446483765

    Sounds like great trip!

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