Year to Date growth:
2009 End: $26,529.33 | 2010 Current: $27,257.88
My Goal is the leave the workforce on my 55th birthday, 11,392 Days from now...
401 Account: Approximately 2.92 % of my portfolio
• Contributions: $756.22 (Employer Paid 1% of Salary)
• Worth $794.75
o Up 5.09% from inception, +$38.53
o Milestone 2040 makes up 100%
457 Account: Approximately 3.79% of my portfolio
• Discontinued Employer funded plan (interest = pennies)… I get it when I quit… can’t invest it… can’t do anything with it.
o Positive $1,033.06
ING DIRECT Roth IRA: Approximately 9.47% of my portfolio
• $2,500.00 Invested| Worth $2,580.16
o Up 3.2064% from inception. Positive $80.16
o CD’s ranging from 1.65% to 4.5% (savings 1.15%).
o Current Average CD rate 2.87%
ShareBuilder Roth IRA Approximately 43.62% of my portfolio
• $12,000 Invested | Worth $11,889.20
o DOWN .0923% since inception… Negative $110.80
o ING Strategic Allocation Moderate $11,639.20 | I have 1,414.24 Shares
o ARDVX 2040 $ 0.00
o Money Market Cash: $0.00
o Not deposited Contributions: $250.00 Earmarked for ARDVX
Excluding my Pension, my variable retirement accounts are worth $16,297.17. Of that I’ve only invested $14,500 of my money (the rest has been my employer). So technically I’ve made 12.39% If I compare all the “free money” and my contributions (Totals 16,289.28), my portfolio is UP 0.048% since inception.
Pension: Approximately 40.21% of my portfolio
If I quit tomorrow, I’d just have the cash in the account.
Total: $10,960.71
• I’m currently buying additional time in my retirement accounts from when I was 16-18 years of age (service prior to membership). It’s less than a year’s worth of service credit, but I’ll be paying $33.06 for 34 more installments.
My entire portfolio (if I cashed my pension out today) is worth $27,257.88
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