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Home > Archive: September, 2009

Archive for September, 2009

August 2009

September 2nd, 2009 at 06:12 pm

Cash & Savings: $91,774 (-0.32%)
Foreign Currency: $29,605 (0.18%)
US Brokerage: $81,229 (-5.83%)
Overseas Brokerage: $40,089 (1.76%)
401(k): $37,242 (3.45%)
IRA: $68,220 (0.92%)
Roth IRA: $17,377 (-4.10%)
Total Assets: $365,536 (-0.94%)

August turned out to be pretty ugly for domestic stock market and going into September it looks like emerging markets especially will be pretty bad as well.

In the next few months I expect to make some major purchases that wil reduce my cash level significantly. The goods news is that my 5/1 ARM just adjusted the second time and my new rate is only 3.625% due to the low interest rate environment in the UK. My rate readjust each year by 1-year LIBOR + 2.25%. This helps reduce my monthly mortgage greatly percentage wise but amount wise it's not that significant since my principle isn't that large to begin with.