April 29th, 2008 at 04:43 pm
My first year with an IRA and i am pushing on all cylinders...
2007, Fully Funded $4000
2008, 65% at $3241
I have diversified my portfolio more. thanks to some advice from SA readers.
U.S. Stocks 29.82%
International Stocks 38.80%
Fixed Income 26.93%
Cash 3.85%
Other 0.61%
Not Classified 0.00%
Type Mine SP500
High Yield 2.64% 9.51%
Distressed 0.60% 0.58%
Hard Assets 16.58% 14.00%
Cyclical 17.94% 18.80%
Slow Growth 7.36% 8.10%
Classic Growth 32.91% 32.69%
Aggressive Growth 15.11% 14.11%
Speculative Growth 6.80% 2.17%
Not Classified 0.07% 0.04%
Posted in
Retirement
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2 Comments »
April 21st, 2008 at 03:36 am
Funds
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I have started to streamline my financial life.
I have combined my Funds to one big EF/LT Fund. I have transfered all the balances into an EmigrantDirect acct that is paying a misly 2.75% APR.
The total amount I have in the account is $909.01
Real Estate
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I received my bi-yearly tax bill remainder for FY08. A whooping $1972.00 which I have been putting away.
Water bill went down from $230.00 to $185.00 for the quarter. This is the lowest i have ever received for a water bill. I have managed to go from $400.00/quarter to half of that. Little things come a long way.
I have spent the day on my front garden putting some top soil and re-seeding my lawn so i can have a decent lawn this summer.
Posted in
Personal,
Financial/Banking,
Funds
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0 Comments »
April 15th, 2008 at 03:37 pm
God is good.
I was able to fully fund my 2k7 IRA with 4k. I am now working on a goal for the 2k8 for 5k
My portfolio breakdown as follows.
U.S. Stocks 0.12%
International Stocks 87.62%
Fixed Income 11.72%
Cash 0.47%
Other 0.06%
Not Classified 0.00%
Regional Breakdown
U.S. & Canada 0.13%
Europe 1.85%
Japan 0.00%
Latin America 55.00%
Asia & Australia 34.75%
Other 8.27%
My Style
80% large caps intl
20% mid caps intl
Posted in
Retirement
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4 Comments »
April 1st, 2008 at 04:44 pm
Income was a little bit less then February, i was able to allocate $93.16
Emergency Fund got $14.94
Short Term Fund got $17.49
Long Term Fund got $60.73
I am still on track for my 36 month dead line on having everything fully funded.
Posted in
Funds
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4 Comments »