Daily Summaries
-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
Friday, October 4th, 2024
Daily Portfolio Performance Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,019.12 $ – $ 51,425.08 0.80% Roth IRA $ 7,874.75 $ – $ 7,926.54 0.66% Individual Brokerage $ 188.47 $ – $ 190.06 0.84% Total $ 59,082.34 $ – $ 59,541.68 0.78% Nice little daily bump today for almost 1%; we’ll see…
-
Thursday, October 3rd, 2024
Daily Portfolio Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,281.05 $ – $ 51,019.12 -0.51% Roth IRA $ 7,901.29 $ – $ 7,874.75 -0.34% Individual Brokerage $ 189.22 $ – $ 188.47 -0.40% Total $ 59,371.56 $ – $ 59,082.34 -0.49% Another little tumble all around today, too bad tomorrow isn’t pay…
-
Wednesday, October 2nd, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,272.08 $ – $ 51,281.05 0.02% Roth IRA $ 7,893.21 $ – $ 7,901.29 0.10% Individual Brokerage $ 189.39 $ – $ 189.22 -0.09% Total $ 59,354.68 $ – $ 59,371.56 0.03% Fairly stagnant day today, interested to see what tomorrow brings. 401k Detail…
-
Tuesday, October 1st, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,648.13 $ – $ 51,272.08 -0.73% Roth IRA $ 7,946.96 $ – $ 7,893.21 -0.68% Individual Brokerage $ 190.36 $ – $ 189.39 -0.51% Total $ 59,785.45 $ – $ 59,354.68 -0.72% Happy October! My favorite month of the year, I love Halloween! The…