Here’s a quick summary for my 3 accounts:
Regular IRA: Up 35% in 2009, hitting new highs. This account sidestepped most of the market freefall back in 2008, and is up big this year. Currently holds about half the stocks on our ‘Current Stocks’ list, and is about 2/3 cash.
Roth IRA: Up 31% in 2009, but is now only back to old highs. This account suffered most in 2008, and has rebounded nicely this year.
Education IRA: Up 37% in 2009. This account started following only the momentum system (no stocks) in July of this year.
For comparison, the S&P 500 was up 23.5% in 2009.
I’m not finding any stocks worth purchasing at current prices, and the momentum system is still in cash. So the accounts are holding lots of cash at the moment. I have a long list of stocks on my ‘Watch List’, waiting for the right opportunity.
Leave a Reply