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  • About me
  • All Things STL
  • Bank account
  • calculators
  • Credit Card rewards
  • go2China
  • My account
  • retirement
  • Warren & Charlie

Q1 2009 Results: 401k and Rollover IRA

Posted in :

401k and Personal Finance
stlplace
April 1, 2009
Reading Time: < 1 minute

They are all in stock funds.

Old 401k (Hewitt): down 11.8%
Rollover IRA (Vanguard): down 11.78%
New 401k (Vanguard): up 133.97% (this is due to new contribution, I started new 401k in Nov 08, so there is an easy comparison here)

Noticed my portfolio balance in Vanguard is about even compared to the end of 2007, when I started the Rollover IRA. Consider this is after I made signigicant new 401k contribution since Nov 2008. So much for long term investing concept. I need to rethink how to better managing my retirement account.

S&P is down about 11.7% in this quarter.

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401K, IRA, Q1-2009, retirement-account, SP500

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