- Investment Principle by Account
| Account | This month | 2024 Cumulative Amount | ||
| KRW | USD | KRW | USD | |
| Pension Saving Fund | – | – | 18M | – |
| ISA | 1.5M | 11.1M | ||
| IRP | – | – | ||
| Roth IRA | – | $3,160 | – | $10,500 |
| Total | 1.5M | $3,160 | 29.1M | $10,500 |
Another year has flown by, and now just two months remain. I invested in my Roth IRA for 2023 at the beginning of the year, so it’ll be hard to meet the full annual ISA contribution of 20 million KRW as I targeted. But I’m aiming to hit a total of 50 million KRW invested this year, one way or another.
I bought some shares of Samsung Preferred Stock in my regular account. Despite the current concerns and competitive pressures, I think companies have a certain resilience—a survival instinct and crisis management ability that may lead to improvement in a few years.
I also wondered about adding a dividend stock ETF to my portfolio. While it might not perform as well as an index ETF, it could still be a solid choice. Even before retirement, receiving some dividends sounds appealing. I’m now considering whether to gradually build up a position in a dividend ETF rather than making a switch from my index ETF before retirement. Something to think about.
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