Tuesday, October 15th, 2024

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.

InvestmentsStarting BalanceContributionsEnding BalanceReturn
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

401kStarting SharesPurchased SharesStarting Share PriceEnding Share Price
Employer Sponsored Target Date Fund (2060)2,778.881$ 18.8451$ 18.6764

Roth IRA Detail

Roth IRAStarting SharesPurchased SharesStarting Share PriceEnding 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 BrokerageStarting SharesPurchased SharesStarting Share PriceEnding Share Price
DLN (LargeCap Dividend)2.637$ 80.14$ 79.77
MNMD (MindMed)4.000$ 5.81$ 5.915

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