Monday, October 28th, 2024

Daily Portfolio Summary

InvestmentsStarting BalanceContributionsEnding BalanceReturn
401k$ 51,552.97$ 473.01$ 52,262.930.46%
Roth IRA$ 8,068.12$ 40.00$ 8,132.130.30%
Individual Brokerage$ 252.17$ 20.00$ 275.421.29%
Total$ 59,873.26$ 533.01$ 60,670.480.44%

401k Details

401kStarting SharesPurchased SharesStarting Share PriceEnding Share Price
Employer Sponsored Target Date Fund (2060)2,778.88125.496$ 18.5517$ 18.6362

Roth IRA Details

Roth IRAStarting SharesPurchased SharesStarting Share PriceEnding Share Price
FXAIX (Fidelity 500 Index Fund)21.841$ 201.82$ 202.36
FDKVX (2060 Target Date Fund)244.459$ 14.97$ 15.02

Individual Brokerage Details

Individual BrokerageStarting SharesPurchased SharesStarting Share PriceEnding Share Price
DLN (LargeCap Dividend)2.8860.252$ 78.93$ 79.220
MNMD (MindMed)4.000$ 6.05$ 6.65

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