The Jade Ledger

Weekly Summary: September 23rd – 27th

Daily Balance Changes

BalancesStart23rd24th25th26th27th – End
401k$ 50,445.15$ 50,591.30$ 50,834.17$ 50,667.52$ 51,156.24$ 51,568.45
Roth IRA$ 7,771.52$ 7,830.49$ 7,867.49$ 7,845.23$ 7,907.99$ 7,893.29
Individual Brokerage$ 150.13$ 170.15$ 170.97$ 169.65$ 169.76$ 170.29
Total$ 58,366.80$ 58,591.94$ 58,872.63$ 58,682.40$ 59,233.99$ 59,632.03
Hopefully I will hit $60k total next week!

Weekly Growth

GrowthStarting ValueEnding ValueContributionsP/LReturn %
401k$ 50,445.15$ 51,568.45$ 468.21$ 655.091.30%
Roth IRA$ 7,771.52$ 7,893.29$ 40.00$ 81.771.05%
Individual Brokerage$ 150.13$ 170.29$ 20.30$ (0.14)-0.09%
Total$ 58,366.80$ 59,632.03$ 528.51$ 736.721.26%
Overall it was a good week with a return of nearly $750. Interestingly, my individual brokerage account was the weakest performer with a slightly negative return. However, I attribute this to the high ratio of the four MindMed shares, which are fairly volatile, when compared to my current DLN holdings. I think this will be negligible in the future as my other shares grow.

Weekly Chart

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