About me
January 2009 Score Card — Part I: Net Worth
After the 5.31% rebound in the last month of 2008, our net worth took a hit again in January, thanks to the 8.57% plunge (the S&P 500) of the stock market. On January 31, 2009, our net worth totaled at $452,236.08 without items related to house and cars. That’s $20,524.23 (4.34%) less than a month [...]
Where Did Our Money Go?
As I continue to review our finance, where I have covered trading, passive income, and net worth so far, the next item on my list is to examine our spending last year. The reason I want to check where our money went is the increase of our cash in 2008. Though the gain of nearly [...]
2008 Net Worth Review
So far I have looked at how I traded stocks in 2008 and my passive income last year. Now it’s time to examine the progress on building up our net worth. Before I get to the details, one thing is for sure: It’s not pretty, as I have already shown through my monthly net worth [...]
2008 Passive Income Summary
OK, now it’s time to tally my passive incomes in 2008 as the second part of the 2008 Year In Review (the 2008 Stock Trades was the first part).
As you know, generating passive income, which I define as incomes without my active involvements, is one of the two goals that I have for my taxable [...]
2008 Stock Trades
I traded more stocks in 2008 than all I did in the past few years. Not that I suddenly became an active trader or anything like that. In fact, I have long been a buy and hold type of investor and I still am. Sometime, I felt that I may have been too buy-and-hold with [...]
November 2008 Score Card — Part I: Net Worth
Another month, another loss.
We ended the month of November with our paper fortune taking yet another hit, though the scale of the loss is much smaller than the one we had in October. For the month, our net worth declined $17,011.73 (3.65%) to a total of $448,925.10, the third straight monthly decline.
Here’s a quick look [...]
October 2008 Score Card — Part I: Net Worth
Because of the vacation in September and October, I haven’t posted an update of our net worth for two months. I ran a quick check before I left for vacation in September and the numbers were not looking good, but still acceptable. However, after I left the country at the end of September, things on [...]
August 2008 Score Card — Part I: Net Worth
Our net worth actually rose a little bit last month!
What I remembered of the stock market in August was that it was as volatile as it has been lately: up 100 points one day, down 200 points the next. So it’s hard to tell how the stocks and mutual funds we invest in did for [...]
July 2008 Score Card — Part I: Net Worth
Stock markets haven’t been friendly to us for more than a year now. And as stocks declined, so did our net worth.
July could have been a pretty good month if the Dow hadn’t suffered the 200-point lose in the last trading day of the month. But it did happen and, as a result, we finished [...]
What are My Investments and How are They Doing So Far?
It’s the middle of the year and it’s time for a mid-year investment portfolio checkup.
I have talked about my investments many times in the past and shared with everybody what I was investing as well as performance of my portfolios. The last time when I got into details of my investments was May 2007 [...]
