Saturday, May 9, 2015

I broke $11k in my Retirement Account in Total Worth in 2.25 years

Yes I did move about $1.5K into it to start it off, but from February 2013 till May 2015

My Vanguard Account on 05/09/2015 shows the following information

Month
Net transactions
Portfolio gains/loss
Earnings
Overall change
May 2015
$0.00
$252.92
$0.00
$252.92


So right now my totals are
Beginning balance$0.00
Net transactions$10,041.76
Investment return$979.09
Ending balance$11,020.85
Which makes my overall Rate of Return as 9.75% since February 2013. So I am going to refine a little to break 10% and keep a close eye on it all. 


Now in my Wife's Account, not in Vanguard, I have not been so focused so by sticking with a Targeted Retirement Fund up until just very recently she has been obtaining the following rates of return. 

Date
Rate of Return
05-08-20151.14%
12-31-2014         6.04%
12-31-2013-1.92%
12-31-20124.34%
12-31-20118.05%
12-31-20106.10%
12-31-20090.08%

















Now that I am taking a very active hand in our funds, using advice I am pulling from multiple Trading Websites as well as the tips (Primary Source) found in the book Money: Master The Game by Tony Robbins, I am adjusting what her investments are to include also Large Cap and Index Funds to assist in diversification. 

Some decent rates of return, but not consistent. So that is my first priority for her account, as well as increasing the rate of returns for her.

So onto more research and diversification. 


Coming up are what I have in my account right now (Only Vanguard Options as that is where my Employer is enrolled at).





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