Ok, why am I doing an analysis today you ask? Ummmmm..... because I feel like it. That and I have some time to decompress at home, so why not?
OK, that out of the way... how are things going? Well... checking the numbers it looks good to me. Here goes...
* My 457 plan went over $511k this weekend. Comparing to the end of the year and backing out contributions, I get a 6.7% growth year to date. Not shabby.
* My ROTH IRA is today over $127k. Doing the same analysis, I get a 6.7% growth YTD. (I sense a trend here)
* For my brokerage, its over $67k. Same math for this gives me a 5.6% growth YTD. It would be over the 6.7% of the others, except for a stock that will remain nameless. (Damn you Macys!!!!)
As for the total value, I have an over 11% growth so far this year. Lets see if we can keep this up for the remainder of the year.
PS: Yes, my numbers on the left are a little lower than what I posted here. I am afraid the numbers will go down at some point, and I would feel bad lowering them. So I am letting them trail a few percent behind just to feel secure. Go figure.
YTD Money analysis (Why now? version)
June 10th, 2017 at 11:56 pm
June 11th, 2017 at 01:43 pm 1497188626
June 11th, 2017 at 03:44 pm 1497195846
June 11th, 2017 at 03:58 pm 1497196733