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Archive for September, 2013

August 2013 - August is yet another disappointing month of so many things

September 6th, 2013 at 08:54 pm

Cash & Savings: $59,258 => $64,397 (9.58%)
Foreign Currency: $37,000 => $37,060 (0.16%)
Domestic Brokerage: $189,238 => $181,740 (-3.96%)
International Brokerage: $209,607 => $207,661 (-0.93%)
401(k): $104,913 => $104,715 (-0.19%)
IRA: $39,000 => $37,774 (-3.14%)
Roth IRA: $95,069 => $92,687 (-2.51%)
Total Assets: $734,085 => $726,754 (-1.02%)

August is yet another disappointing month, especially for emerging markets; August is yet another disappointing month where I didn’t have time to do a true review on my portfolio, even on the two small funds that I’ve been considering of selling for years; August is yet another disappointing month in the summer that I didn’t visit the beach even though I travel to Boston weekly and even to Tampa.
Can I break that curse in September? If history is any guide the answer would be no. How disappointing.