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Our Investment Portfolio Grew $100,000 in 5 Months

Today we’ll be reviewing my personal portfolio and seeing how our investments grew $100,000 in just 5 months. We have a combination of accounts that all serve different purposes for us, but they all contribute to our portfolio. A little tip I would like to give you when starting out: Done is better than perfect! […]

Today we’ll be reviewing my personal portfolio and seeing how our investments grew $100,000 in just 5 months. We have a combination of accounts that all serve different purposes for us, but they all contribute to our portfolio. A little tip I would like to give you when starting out: Done is better than perfect! Just start investing. 

We currently invest through 3 different investment firms. We use E-Trade as well as the firms that hold our 401k accounts. Let’s take a deeper dive into the breakdown of our portfolio. 

In E-Trade, we have stocks as well as index funds. In our stocks, we hold around $126k in a group of 8 stocks. Here’s the list, in case you wanted to know! 

  • AMZN
  • BABA
  • DAL
  • GOOG
  • MJNA
  • SNAP
  • VJ
  • WDC

We also hold about $76k in a selection of index funds. In particular, we invest in IWM, SPY, and VWO. We actually used money from this account to put a down payment on our house! 

To catch the whole breakdown, check out the video! I like to approach investing with an index fund strategy and slowly add in new stocks to add opportunity for growth. 

My husband’s accounts consist of his brokerage account, his IRA, and his 401k. 

Within these accounts, he holds around $74k in stocks, around $80k in funds, and he holds around $280k in his 401k.

My personal accounts consist of the same, a brokerage account, an IRA, and my 401k. My current holdings include around $7k in stocks, $14k in my IRA, and around $40k in my 401k. 

Believe it or not, I haven’t purchased stock in this account aside from the initial investment I made in 2016! I finally listened to myself and just simply left it alone.

In total, our account started out at around $197k in investments and our money has grown by almost $181k.  

With the right strategy and dedication, this portfolio has grown so much more than I could’ve predicted! I hope this peek into my finances helps you stay motivated to work on yours. 

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