Retirement Account Balances
It's time for another update on my retirement account balances. Even though money has been a little tighter without the community college teaching income this semester, I am still making good progress with my Roth IRA and my university 403(b) account.
Most of my investing is set up to be done automatically, and it has been fun to watch my account balances grow over the past year since I first became an investor last January. I am looking forward to seeing the grand total on my one-year anniversary of becoming an investor next month. So without further ado, here are the balances broken down by number of shares:
Roth IRA:
EFA (Euro-Asia Index ETF): 9.0081 shares @ $82.98/share = $747.49
IWM (Russell 2000 Index ETF): 8.1461 shares @ $76.58/share = $623.83
PEY (Dividend Index ETF): 53.7657 shares @ $13.80/share = $741.97
SPY (S&P 500 SPDRs Index ETF): 4.5031 shares @ $148.66/share = $669.43
Taxable Investment Account:
AAV (Advantage Energy Income Fund): 8.7715 shares @ $10.49/share = $92.01
University 403(b):
UC Pathway 2040 Mutual Fund: 81.860 shares @ $13.35/share = $1092.53
University DCP:
UC Pathway 2040 Mutual Fund: 79.559 shares @ $13.35/share = $1061.82
