October 2024
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Wednesday, October 16th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,899.47 $ – $ 52,175.44 0.53% Roth IRA $ 8,057.65 $ – $ 8,102.63 0.56% Individual Brokerage $ 234.14 $ – $ 237.63 1.49% Total $ 60,191.26 $ – $ 60,515.70 0.54% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Tuesday, October 15th, 2024
Daily Portfolio Summary Everything took a decent little drop today except MindMed, which decided to go on its own little bull run. I’ve no idea why but maybe it can keep it up; either way, I still won’t be investing more in it. Investments Starting Balance Contributions Ending Balance Return 401k $ 52,368.27 $ –…
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Monday, October 14th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,625.86 $ 463.41 $ 52,368.27 0.54% Roth IRA $ 8,041.84 $ 40.00 $ 8,132.26 0.63% Individual Brokerage $ 211.59 $ 20.00 $ 234.69 1.47% Total $ 59,879.29 $ 523.41 $ 60,735.22 0.56% Today was a nice little gain from the market that pushed…
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Weekly Summary: October 7th – 11th
Daily Portfolio Balance Changes: Balances Start 7th 8th 9th 10th 11th 401k $ 51,425.08 $ 51,018.29 $ 51,173.93 $ 51,376.89 $ 51,287.67 $ 51,625.86 Roth IRA $ 7,926.54 $ 7,919.92 $ 7,963.90 $ 8,001.89 $ 7,986.41 $ 8,041.84 Individual Brokerage $ 190.06 $ 207.64 $ 208.40 $ 209.83 $ 208.91 $ 211.59 Total $ 59,541.68…
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Friday, October 11th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,287.67 $ – $ 51,625.86 0.66% Roth IRA $ 7,986.41 $ – $ 8,041.84 0.69% Individual Brokerage $ 208.91 $ – $ 211.59 1.28% Total $ 59,482.99 $ – $ 59,879.29 0.67% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Thursday, October 10th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,376.89 $ – $ 51,287.67 -0.17% Roth IRA $ 8,001.89 $ – $ 7,986.41 -0.19% Individual Brokerage $ 209.83 $ – $ 208.91 -0.44% Total $ 59,588.61 $ – $ 59,482.99 -0.18% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Wednesday, October 9th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,173.93 $ – $ 51,376.89 0.40% Roth IRA $ 7,963.90 $ – $ 8,001.89 0.48% Individual Brokerage $ 208.40 $ – $ 209.83 0.69% Total $ 59,346.23 $ – $ 59,588.61 0.41% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Tuesday, October 8th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,018.29 $ – $ 51,173.93 0.31% Roth IRA $ 7,919.92 $ – $ 7,963.90 0.56% Individual Brokerage $ 207.64 $ – $ 208.40 0.37% Total $ 59,145.85 $ – $ 59,346.23 0.34% Apparently I was too tired yesterday and only updated my balances,…
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State of Affairs – October 2024
A couple of months ago I came to the realization that it was time to take control of my finances and get back on the track to reaching Financial Independence. I began by tracking my spending and quickly realized that I was living extravagantly and on credit with next to no financial foundation. This led…
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Monday, October 7th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,425.08 $ – $ 51,018.29 -0.79% Roth IRA $ 7,926.54 $ 53.79 $ 7,919.92 -0.76% Individual Brokerage $ 190.06 $ 20.00 $ 207.64 -1.27% Total $ 59,541.68 $ 73.79 $ 59,145.85 -0.79% It was a good day for my automated investments with the…