It's been a while since I posted my last update. Work was extremely busy, working 60 to 70 hours per week in a highly stressed environment, then switched my job in mid July. My new job isn't any easier in terms of the amount of work, at least initially.

March to July performance:

Cash & Savings: $87,194 => $105,322 (20.79%)
Foreign Currency: $37,717 => $37,717 (0%)
Domestic Brokerage: $223,675 => $219,837 (-1.72%)
International Brokerage: $229,632 => $234,918 (2.30%)
401(k): $125,620 => $130,807 (4.13%)
IRA: $42,534 > $43,022 (1.15%)
Roth IRA: $104,359 => $105,873 (1.45%)
Total Assets: $850,731 => $877,496 (3.15%)

The big jump in cash position is due to 3 factors - 1) my friend paid me back a $10,000 load I lent him a few years back; 2) signing bonus from my new job; 3) unused PTO days paid off by my previous employer.

In the last few months I also deployed cash in various accounts into a few mutual funds. My long term goal is to get out of stocks except the blue chips I bought years ago and just invest in funds but I may have gone into another extreme because now I have 17 stocks but 24 funds!

In August my old 401(k) account will be transferred to a brokerage firm that I already have several accounts with so there's some review I need to do after the transfer is over.. Also it just happened that my new company's 401(k) plan is also with the same brokerage firm so now I have an individual account, Rollover IRA, Roth IRA, old 401(k), and new 401(k) all with the same firm. Maybe this will make me one of their top once everything is said and done.