Daily Portfolio Summary
Everything took a decent little drop today except MindMed, which decided to go on its own little bull run. I’ve no idea why but maybe it can keep it up; either way, I still won’t be investing more in it.
Investments | Starting Balance | Contributions | Ending Balance | Return |
401k | $ 52,368.27 | $ – | $ 51,899.47 | -0.90% |
Roth IRA | $ 8,132.26 | $ – | $ 8,057.65 | -0.92% |
Individual Brokerage | $ 234.69 | $ – | $ 234.14 | -0.23% |
Total | $ 60,735.22 | $ – | $ 60,191.26 | -0.90% |
401k Detail
401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.8451 | $ 18.6764 |
Roth IRA Detail
Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
FXAIX (Fidelity 500 Index Fund) | 21.743 | – | $ 203.57 | $ 202.04 |
FDKVX (2060 Target Date Fund) | 243.138 | – | $ 15.24 | $ 15.07 |
Individual Brokerage Detail
Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
DLN (LargeCap Dividend) | 2.637 | – | $ 80.14 | $ 79.77 |
MNMD (MindMed) | 4.000 | – | $ 5.81 | $ 5.915 |
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