Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 52,175.44 | $ – | $ 52,113.73 | -0.12% |
| Roth IRA | $ 8,102.63 | $ – | $ 8,099.54 | -0.04% |
| Individual Brokerage | $ 237.63 | $ – | $ 237.48 | -0.06% |
| Total | $ 60,515.70 | $ – | $ 60,450.75 | -0.11% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.7757 | $ 18.7535 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.743 | – | $ 202.99 | $ 202.96 |
| FDKVX (2060 Target Date Fund) | 243.138 | – | $ 15.17 | $ 15.16 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.637 | – | $ 80.22 | $ 80.27 |
| MNMD (MindMed) | 4.000 | – | $ 6.49 | $ 6.42 |
Leave a Reply