June 2025 Performance (AUM KRW 200.1M)

AccountThis month2025 Cumulative Amount
KRWUSDKRWUSD
Pension Saving Fund6.0M
ISA5.7M
IRP3.0M
Roth IRA$8,000
Total14.7M$8,000
ETFMonth-over-Month ChangeQtyTarget%
KODEX S&P5004,47910,00045%
KODEX NASDAQ1003,7898,00047%
TIGER TDF20456041,50040%
VOO4030013%

The S&P 500 hit an all-time high (ATH), pushing the valuation of my retirement portfolio past the 200 million KRW mark.

Once again, I didn’t make any additional contributions this month—zero investment for two consecutive months. The guilt is real. I need to think seriously about what to do in July.

Since staying still felt a bit boring, I plugged in the number of shares I own for each holding. I didn’t have specific share count goals before, but while making the table, I impulsively set some targets. If I manage to stick to them, I might just retire and chill comfortably.

June was a booming month for KOSPI. Even the long-neglected stocks in my portfolio surged. I’ve been buying little by little whenever prices dipped—and finally, they’re starting to shine.

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