Daily Summaries
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Monday, October 28th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,552.97 $ 473.01 $ 52,262.93 0.46% Roth IRA $ 8,068.12 $ 40.00 $ 8,132.13 0.30% Individual Brokerage $ 252.17 $ 20.00 $ 275.42 1.29% Total $ 59,873.26 $ 533.01 $ 60,670.48 0.44% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Friday, October 25th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,647.73 $ – $ 51,552.97 -0.18% Roth IRA $ 8,076.76 $ – $ 8,068.12 -0.11% Individual Brokerage $ 254.04 $ – $ 252.17 -0.74% Total $ 59,978.53 $ – $ 59,873.26 -0.18% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Thursday, October 24th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,537.40 $ – $ 51,647.73 0.21% Roth IRA $ 8,060.03 $ – $ 8,076.76 0.21% Individual Brokerage $ 254.77 $ – $ 254.04 -0.29% Total $ 59,852.20 $ – $ 59,978.53 0.21% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Wednesday, October 23rd, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,958.68 $ – $ 51,537.40 -0.81% Roth IRA $ 8,132.44 $ – $ 8,060.03 -0.89% Individual Brokerage $ 256.20 $ – $ 254.77 -0.56% Total $ 60,347.32 $ – $ 59,852.20 -0.82% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Tuesday, October 22nd, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 52,084.29 $ – $ 51,958.68 -0.24% Roth IRA $ 8,144.39 $ – $ 8,132.44 -0.15% Individual Brokerage $ 256.39 $ – $ 256.20 -0.07% Total $ 60,485.07 $ – $ 60,347.32 -0.23% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Monday, October 21st, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 52,385.77 $ – $ 52,084.29 -0.58% Roth IRA $ 8,134.18 $ 40.00 $ 8,144.39 -0.37% Individual Brokerage $ 238.55 $ 20.00 $ 256.39 -0.91% Total $ 60,758.50 $ 60.00 $ 60,485.07 -0.55% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Friday, October 18th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 52,113.73 $ – $ 52,385.77 0.52% Roth IRA $ 8,099.54 $ – $ 8,134.18 0.43% Individual Brokerage $ 237.48 $ – $ 238.55 0.45% Total $ 60,450.75 $ – $ 60,758.50 0.51% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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Thursday, October 17th, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 52,175.44 $ – $ 52,113.73 -0.12% Roth IRA $ 8,102.63 $ – $ 8,099.54 -0.04% Individual Brokerage $ 237.63 $ – $ 237.48 -0.06% Total $ 60,515.70 $ – $ 60,450.75 -0.11% 401k Details 401k Starting Shares Purchased Shares Starting Share Price Ending…
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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 $ –…