Category: 연금 투자 성과
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Apr 2025 Performance (AUM KRW 185.1M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 6.0M – ISA – 5.7M IRP – 3.0M Roth IRA – $500 – $8,000 Total – $500 14.7M $8,000 With a $500 contribution to my Roth IRA, I’ve now completed all my 2025 retirement account contributions—roughly 26 million KRW in…
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Feb 2025 Performance (AUM KRW 195.4M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund 4.5M – 6.0M – ISA 5.7M 5.7M IRP 3.0M 3.0M Roth IRA – $2,000 – $4,000 Total 13.2M $2,000 14.7M $4,000 Bonuses and annual leave allowance season has arrived, so I invested almost everything I received into my pension account. With this,…
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Jan 2025 Performance (AUM KRW 185.7M)
Account This month 2025 Cumulative Amount KRW USD KRW USD Pension Saving Fund 1.5M – 1.5M – ISA – – IRP – – Roth IRA – $2,000 – $2,000 Total 1.5M $2,000 1.5M $2,000 The portfolio value is nearing 200m KRW, so I’ve adjusted the Y-axis maximum to 250m KRW. Somehow, just seeing that number…
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Dec 2024 Performance (AUM KRW 180.8M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 0.85M 12.6M IRP – – Roth IRA – $2,000 – $12,500 Total 0.85M $2,000 30.6M $12,500 In 2024, I achieved my savings and investment goals as planned. In December, I couldn’t resist the temptation brought by the…
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Nov 2024 Performance (AUM KRW 166.5M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 0.7M 11.8M IRP – – Roth IRA – – – $10,500 Total 0.7M – 29.8M $10,500 After Trump’s election victory, the U.S. stock market responded with record highs, and my personal retirement account also hit a new…
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Oct 2024 Performance (AUM KRW 157.9M)
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…
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Sep 2024 Performance (AUM KRW 142.8M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 1.0M 9.6M IRP – – Roth IRA – – – $7,340 Total 1.0M – 27.6M $7,340 The U.S. lowered the interest rate by 0.5%. Regardless, I bought more. Talking about interest rates reminded me of Peter Lynch.…
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Aug 2024 Performance (AUM KRW 141.3M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 3.3M 8.6M IRP – – Roth IRA – – – $7,340 Total – – 26.6M $7,340 It was early August, and my account was melting faster than ice cream on a summer pavement. So, what did I…
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July 2024 Performance (AUM KRW 138.8M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 1.6M 5.3M IRP – – Roth IRA – – – $7,340 Total – – 23.3M $7,340 Is it a correction phase?No significant updates or changes.
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June 2024 Performance (AUM KRW 139.9M)
Account This month 2024 Cumulative Amount KRW USD KRW USD Pension Saving Fund – – 18M – ISA 1.5M 3.7M IRP – – Roth IRA – – – $7,340 Total – – 21.7M $7,340 I think should cancel my comment about the rapid principal increase that I put earlier this year affecting cumulative returns. Despite…