October 2024
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Weekly Summary: September 30th – October 4th
Daily Portfolio Balance Changes Balances Start 30th 1st 2nd 3rd 4th 401k $ 51,568.45 $ 51,648.13 $ 51,272.08 $ 51,281.05 $ 51,019.12 $ 51,425.08 Roth IRA $ 7,893.29 $ 7,946.96 $ 7,893.21 $ 7,901.29 $ 7,874.75 $ 7,926.54 Individual Brokerage $ 170.29 $ 190.36 $ 189.39 $ 189.22 $ 188.47 $ 190.06 Total $ 59,632.03…
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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…
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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…
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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…
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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…