My Personal Finance Journey

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Monthly Update - January 2010 ($1,127,273, +$4,906)

Contributed by mm | February 5, 2011 8:12 PM PST

6398-networth.jpgJanuary 2011 sees the 10 year anniversary of our marriage, and we celebrated this big event with a weekend gateway in a fantastic boutique hotel in Hong Kong, and a 1.4ct diamond ring from Blue Nile. It is a great trip indeed and a memorable beginning of our second decade together.

Back to the financials, our net worth inched ahead a modest $5,000 in January, despite the sizable cash outlay for the rock and the anniversary trip. We also put a lot of more cash to work in a variety of investment vehicles.

With the beginning of the new year, we are revising our monthly balance sheet format to better highlight the asset class mix in our investment portfolio. Here is our month-end tally in the new format:

6415-networth.jpg

A quick break down of the asset classes listed:

- Domestic Equity: Including stocks traded in the US stock market (BRK.B and JNJ) and mutual funds and ETFs with a focus of domestic equity (SDY, DODGX and FCNTX)
- Foreign Equity: Including various mutual funds targeting foreign equity (DODFX, JAOSX and PRMSX) and a handful of mutual funds in the China stock market.
- Fixed Income: Mutual funds and ETFs on fixed income vehicles. Most of our fixed income holdings are floating rate bonds funds (FFRHX and PPR) and mortgage REIT (NLY). LSBRX and LSGLX provide coverage for regular fixed income issues.
- Real Assets: A variety of funds of different underlying assets, including commodities (VGENX, PRNEX and DJP), gold/mining (USAGX), MLP (AMJ) and TIPS (VIPSX).
- Other Investments: Including some hedging positions.

January marks a slow start toward our 2011 net worth growth goal of $150k. How will the rest of 2011 treat us?

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