September 2024
-
Monday, September 30th, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,568.45 $ – $ 51,648.13 0.15% Roth IRA $ 7,893.29 $ 40.00 $ 7,946.96 0.17% Individual Brokerage $ 170.29 $ 20.00 $ 190.36 0.04% Total $ 59,632.03 $ 60.00 $ 59,785.45 0.16% Today was the last day of the month and, with contributions, we…
-
Weekly Summary: September 23rd – 27th
Daily Balance Changes Balances Start 23rd 24th 25th 26th 27th – End 401k $ 50,445.15 $ 50,591.30 $ 50,834.17 $ 50,667.52 $ 51,156.24 $ 51,568.45 Roth IRA $ 7,771.52 $ 7,830.49 $ 7,867.49 $ 7,845.23 $ 7,907.99 $ 7,893.29 Individual Brokerage $ 150.13 $ 170.15 $ 170.97 $ 169.65 $ 169.76 $ 170.29 Total $…
-
Friday, September 27th, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 51,156.24 $ 468.21 $ 51,568.45 -0.11% Roth IRA $ 7,907.99 $ – $ 7,893.29 -0.19% Individual Brokerage $ 169.76 $ 0.30 $ 170.29 0.14% Total $ 59,233.99 $ 468.51 $ 59,632.03 -0.12% 401k Detail 401k Starting Shares Purchased Shares Starting Share Price Ending Share…
-
Thursday, September 26th, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 50,667.52 $ – $ 51,156.24 0.96% Roth IRA $ 7,845.23 $ – $ 7,907.99 0.80% Individual Brokerage $ 169.65 $ – $ 169.76 0.06% Total $ 58,682.40 $ – $ 59,233.99 0.94% Nice little bounce back today. Tomorrow is payday, looking forward to seeing…
-
Wednesday, September 25th, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 50,834.17 $ – $ 50,667.52 -0.33% Roth IRA $ 7,867.49 $ – $ 7,845.23 -0.28% Individual Brokerage $ 170.97 $ – $ 169.65 -0.77% Total $ 58,872.63 $ – $ 58,682.40 -0.32% The Market took a little hit today, no worries. If it keeps…
-
Tuesday, September 24th, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 50,591.30 $ – $ 50,834.17 0.48% Roth IRA $ 7,830.49 $ – $ 7,867.49 0.47% Individual Brokerage $ 170.15 $ – $ 170.97 0.48% Total $ 58,591.94 $ – $ 58,872.63 0.48% Overall, today was a solid growth day. Looking forward to tomorrow. 401k…
-
Monday, September 23rd, 2024
Daily Summary Investments Starting Balance Contributions Ending Balance Return 401k $ 50,445.15 $ – $ 50,591.30 0.29% Roth IRA $ 7,771.52 $ 40.00 $ 7,830.49 0.24% Individual Brokerage $ 150.13 $ 20.00 $ 170.15 0.01% Total $ 58,366.80 $ 60.00 $ 58,591.94 0.28% Overall it was a positive day. I’m glad to be contributing to…