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Archive for April, 2008

March 2008 Status Update

April 2nd, 2008 at 11:42 pm

Cash & Savings: $18,687 (+5.98%)
Foreign Currency: $59,189 (+8.5%)
Brokerage: $113,308 (-15.42%)
401(k): $18,324 (+2.65%)
IRA: $84,969 (-2.25%)
Roth IRA: $15,560 (-1.88%)
Stock Option: $17,293 (+3.92%)
Total Assets: $292,006 (-12.12%)

March definitely reflects the lousy performance of Q1 on stocks. Despite the rise in cash and foreign currency it is insufficient to offset the losses in the stock market. This is really the time for me to look into bond funds and adjust my 401k portfolio. I wish I can add a new bond fund under my IRA in Q2 of 2008.