Sunday, October 11, 2009

quick update on net worth - overall about 13% down on investments

Did quick overview of investments.
Very difficult to track in quicken when rollovers seem to reset investment performance at the time of rollover.
However, most of the rollover assets were similar, so I'm estimating my investments to be down 13% since the market plunged - that's a fairly good recovery.
I did manage to convert some cash back into stocks and did make nice returns on the upturn, but i didn't fully leverage the rebound and kept most of my cash in cash for maximum liquidity.
Anyone have good ideas for tracking absolute portfolio returns?

Overall, our networth is up at about $830k. Not the progress we'd like, but nonetheless progress.

Regards,
makingourway

2 comments:

Richard said...

This is a template for the sheets I currently use to keep track of my 401k/IRA investments.

http://sheet.zoho.com/templates/rthompson2/portfolio-template-1

Enjoy.

Anonymous said...

Looks like you've learned a lot about personal finance over the years. Bravo. Do you share your portfolio strategy on the website? (i.e. % allocation by type of index funds) I'm assuming you use mostly index funds.

The concepts of asset allocation, diversification, and risk management are spot on.

I recall conversing with you briefly a few years ago when you were in NC. Now you live in Chicago my home town. Small world. I've been off of my blog for several years and decided to get back into it. We'll see how long it goes this time.

Nice post.