Category: 연금 투자 성과
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2026년 4월 개인연금 투자 성과 (평가금액 278백만원_연금저축/IRP/ISA/Roth IRA)
Account This month 2026 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – – IRP – 3.0M Roth IRA – $2,500 – $7,500 Total – $2,500 9.0M $7,500 ETF Month-over-Month Change Qty Target % KODEX S&P500 0 4,750 10,000 47.5% KODEX NASDAQ100 0 3,952 8,000 49.4% TIGER TDF2045 0…
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Mar 2026 Performance (AUM KRW 257.2M)
Account This month 2026 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – – IRP – 3.0M Roth IRA – $2,500 – $7,500 Total – $2,500 9.0M $7,500 ETF Month-over-Month Change Qty Target % KODEX S&P500 0 4,750 10,000 47.5% KODEX NASDAQ100 0 3,952 8,000 49.4% TIGER TDF2045 0…
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Jan 2026 Performance (AUM KRW 248.5M)
Account This month 2026 Cumulative Amount KRW USD KRW USD Pension Saving Fund 6.0M – 6.0M – ISA – – IRP 3.0M 3.0M Roth IRA – – – – Total 9.0M – 9.0M – ETF Month-over-Month Change Qty Target % KODEX S&P500 218 4,730 10,000 47.3% KODEX NASDAQ100 120 3,937 8,000 49.2% TIGER TDF2045 90…
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Dec 2025 Performance (AUM KRW 239.1M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 – 4,512 10,000 45% KODEX NASDAQ100 – 3,817 8,000 48% TIGER TDF2045 –…
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Nov 2025 Performance (AUM KRW 241.9M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 +33 4,512 10,000 45% KODEX NASDAQ100 +28 3,817 8,000 48% TIGER TDF2045 +11…
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Oct 2025 Performance (AUM KRW 236.8M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 – 4,479 10,000 45% KODEX NASDAQ100 – 3,789 8,000 47% TIGER TDF2045 –…
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Sep 2025 Performance (AUM KRW 224.5M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 – 4,479 10,000 45% KODEX NASDAQ100 – 3,789 8,000 47% TIGER TDF2045 –…
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Aug 2025 Performance (AUM KRW 212.8M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 – 4,479 10,000 45% KODEX NASDAQ100 – 3,789 8,000 47% TIGER TDF2045 –…
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June 2025 Performance (AUM KRW 200.1M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 ETF Month-over-Month Change Qty Target % KODEX S&P500 – 4,479 10,000 45% KODEX NASDAQ100 – 3,789 8,000 47% TIGER TDF2045 –…
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May 2025 Performance (AUM KRW 192.1M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – – – $8,000 Total – – 14.7M $8,000 It feels like just a few days ago when the market plunged, yet now the U.S. indices are magically heading back…