Tuesday, March 25, 2014

3_25_14 Roth

Haven't been paying attention to stocks or my portfolio this year. Busy and have lost interest for some reason. Bought some EFAV, EEMV, and VWO on 1/27.




















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

Wednesday, January 22, 2014

1/22/14 Roth Portfolio

Starting new gain/loss from close of 12/31/13.
Added my yearly contribution before end of year, so heavier cash. Need to make some buys. Will US and Developed ever correct!?





















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

12/31/13 Roth Portfolio

Final results from start of portfolio (~11/16/2012) until close 12/31/13. Not too great. Heavy cash and adding to positions throughout the period when the markets never pulled back significantly.
Some comps:
IWV(R3000) +35.42%
ACWI +26%
VWO -0.41
BND -5.71%




















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

Monday, December 16, 2013

12/16 Roth Portfolio

No change. No surprise. Wish I would have lower cash at this point, since I'll be adding my yearly contribution before the end of the year. Probably add some EFAV tomorrow and start some SCZ.




















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

Friday, September 20, 2013

9/20 Roth Portfolio




















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

Tuesday, September 10, 2013

9/10 Roth portfolio

Still going nowhere.
Bought some things since last time. Cash getting lower in the portfolio.
8/16: VNQ at 65.02, currently at 66.10
8/21: VCLT at 80.40,  currently at 79.93
8/21: SPLV at 31.21, currently at 31.19
8/29: EEMV at 54.43, currently at 58.75



















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.

Tuesday, August 13, 2013

8/13 Roth portfolio

Going nowhere...



















*As always dividends go to cash and are not calculated in the gain/loss% per asset. Too lazy.