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 Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.5858 | $ 18.5517 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.841 | – | $ 201.88 | $ 201.82 |
| FDKVX (2060 Target Date Fund) | 244.459 | – | $ 15.00 | $ 14.97 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.886 | – | $ 79.49 | $ 78.925 |
| MNMD (MindMed) | 4.000 | – | $ 6.11 | $ 6.05 |
Leave a Reply