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.