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.
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.
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.
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.
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