Showing posts with label retirement fund 20 year track. Show all posts
Showing posts with label retirement fund 20 year track. Show all posts

Saturday, November 9, 2019

One minute review: my USA retirement fund last 20 years

Nov. 9, 2019

Introduction

It is a good idea to put together some facts called one minute review. 

One minute review 

One minute to review the following facts:

1999 to 2001, $11,530 dollar into my 401 K from 1999 to 2001
2004,  $3000 IRA
2006,  $8000 401 K Siva, Par Tech Inc

Nov. 9, 2019
Key largo portfolio  $20,321.70
Par 401 K $6590

------------------------------
Profit: 
 $7381

1999 Dec  - 2019 May profit is $5479 
2019 May - 2019 Nov profit is $1902

More detail

I did invest $11,530 dollar into my 401 K from 1999 to 2001, and then 2004 $3000 IRA, and then from 2006 to 2007, I invested $8000 dollars my 401 K.

My actual asset for those fund are $26811.70 dollars, key largo portfolio has balance $20,321.70, par 401 K has balance of $6590.

Comparison


I like to profit at least 10 times more in 20 years, but actually I only have profit $7381 with 20 years time range, average for each year is $300 dollar/ year, $369.05/ month, 1.84%.

1999 Dec  - 2019 May profit is $5479 - Here are blog to document my IRA CD with the bank over 10 years.
2019 May - 2019 Nov profit is $1902

25% profit last 20 years is made in last six months since I learn to put those funds back in index fund. I studied Canadian retirement guide. Here is the link.

25% of profit $7381 is made by myself last six month starting from May 2019. 


Actionable Items


I just review the content in my blog, and then put together the above one minute fact review.