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Home > 2014 - A Stellar and Record Year!

2014 - A Stellar and Record Year!

January 6th, 2015 at 07:25 pm

Despite the negative market in December I ended the year with a record increase of my total assets:

Cash & Savings: $76,975 ==> $116,360 (51.17%)
Foreign Currency: $37,881 ==> $37,901 (0.05%)
US Brokerage: $209,852 ==> $273,569 (30.36%)
Overseas Brokerage: $219,042 ==> $238,551 (8.91%)
401(k): $116,662 ==> $5,913 (-94.93%)
Rollover IRA: $41,998 ==> $177,550 (322.76%)
Roth IRA: $102,723 ==> $110,346 (7.42%)
Total: $805,093 ==> $960,190 (19.26%)

In summary, my total asset has increased by $155,097, largely thanks to US stock market appreciation where my portfolio jumped 30% or $63,717.

Starting in 2015 I will realign my categories to better reflect my holdings but other than that I haven't really thought out any new investment strategy, that would be part of my 2015 New Year resolution that I plan on doing this weekend.

Posted in Uncategorized | 4 Comments »

4 Responses to “2014 - A Stellar and Record Year!”

  1. FS Says:
    January 7th, 2015 at 12:29 am 1420590574
    1420590574

    That's a huge jump. Care to disclose what you invested in? Wink

  2. Easy Cloud Says:
    January 8th, 2015 at 02:52 am 1420685531
    1420685531

    Hi FS,

    That's a great question and I wish I have a clear idea of exactly what happened but I moved my money around so much last year it becomes very difficult to provide a clear picture, especially when I swapped and purchased many new funds last year. I know I made almost $15K from dividends and return of capital but stocks wise the return is not as great. Also there is another stock that appreciated about $20k and I sold some shares into my charitable account (before distributing to charitable organizations of my choosing).

    Funds wise the best performing ones are Fidelity Growth Company and Fidelity Diversified International.

  3. FS Says:
    January 14th, 2015 at 02:33 pm 1421246029
    1421246029

    Thanks for the info Smile I've been contemplating a more active role with my investment since the buy-it-and-forget-it method is not generating the yield I wanted.

  4. Easy Cloud Says:
    July 6th, 2015 at 01:51 pm 1436190700
    1436190700

    Hi FS, I do think a more active approach is required if you want to have a higher yield. And active doesn't already translate to risk. Sometimes you need to make the painful (or delightful) decision to sell your holding in order to secure the gain or cut the losses.

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