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Home > December 2009 - What a Year!

December 2009 - What a Year!

January 5th, 2010 at 05:43 am

Cash & Savings: $101,257 (2.10%)
Foreign Currency: $29,621 (0.00%)
US Brokerage: $98,942 (8.93%)
Overseas Brokerage: $49,636 (-0.39%)
401(k): $43,657 (1.82%)
IRA: $77,465 (2.47%)
Roth IRA: $19,095 (0.63%)
Total Assets: $419,673 (3.14%)

As it turned out, neither Dubai World nor the financial crisis at Greece is big enough to deter investors' commitment of the stock market.

What's truely amazing is that if I compare my position to a year ago (January 2009 really since I didn't have an entry for December 2008) overall there is whopping (at least to me) 53.12%return. I'll have to remove the infusion I made in the last 12 months to see what the 'true' return is.

Posted in Uncategorized | 2 Comments »

2 Responses to “December 2009 - What a Year!”

  1. DeniseNTexas Says:
    January 5th, 2010 at 12:44 pm 1262695480
    1262695480

    Impressive! I wanna be like Julie (Ima Saver) when I grow up (I'm almost 48!) but if I can't be like her, I'd be happy to be like you. Smile

  2. fruitbowlk Says:
    January 5th, 2010 at 08:37 pm 1262723822
    1262723822

    Excellent Job.

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