Ladies and Gents, were back in the GREEN!!! Also, my 401a account is officially discontinued till who knows when (it fell to the ecomony)...
End of 2009 Balance: $26,529.33 | Current 2010 Balance: $29,508.30
Additional Contributions since 2009: $2,884.50
Growth: $94.47 (0.60%)
Discontinued Work 457 Account: Makes up 3.57% of my Retirement
$1,033.91
Discontinued 401a Account: Makes up 3.20 % of my Retirement
• Employer Contributions: $898.62 (stopped 7/17/2010)
• Worth $944.59 | UP 5.12% from inception, $45.97
---------VPRKX (Target date 2040) (86.0156 shares)
ING DIRECT CD Roth IRA: Makes up 8.85% of my portfolio
$2,500.00 Invested| Worth $2,610.33
Up 4.41% from inception +$110.33
ShareBuilder Roth IRA Approximately 45.22% of my portfolio
Contributions: $13,250.00
Worth $13,343.21 | UP .70% since inception… +$93.21
--------IDSLX $8,599.47| I have 1,024.967 Shares
--------ARDVX $2,043.73 | 234.642 Shares
--------Money Market Cash: $2,200.01
--------$$ I haven’t deposited into the account yet: $500.00
Attempting to Sell off IDSLX to move funds to Roth IRA at Vanguard (If the Dow is Positive I generally sell $500.00 of IDSLX… Dow Negative, I buy $100.00 of ARDVX. When all of IDSLX is sold, I’ll sell ARDVX and initiate the new account at Vanguard.)
Pension: Approximately 39.23% of my portfolio
If I quit tomorrow, I’d just have the cash in the account (earning an automatic 6% until withdrawn).
Total: $11,576.19
• I’m currently buying additional time in my retirement accounts from when I was 16-18 years of age (Cal PERS service prior to membership). It’s less than a year’s worth of service credit, but I’ll be paying $33.06 for 24 more installments (made 28 payments out of 52 so far).
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