This is a sticky post of Zachary's SeeMeGetRich.com retirement portfolio. Check back regularly and see Zachary...get rich!
Grand Total = $5918.47
Roth IRA:
EFA (Euro-Asia Index ETF): 13.4492 @ $72.64 = $976.95
IWM (Russell 2000 Index ETF): 9.7274 @ $68.74 = $668.66
SPY (S&P 500 SPDR Index ETF): 5.4232 @ $133.38 = $723.35
Sharebuilder Money Market Fund = $200.80
Taxable Investment Account:
AAV (Advantage Energy Income Fund): 9.1409 @ $11.53 = $105.39
C (Citigroup): 20.00 @ $23.36 = $467.20
University 403(b):
UC Pathway 2040 Mutual Fund: 141.381 @ $12.57 = $1776.46
University DCP:
UC Pathway 2040 Mutual Fund: 79.559 @ $12.57 = $999.66
Wednesday, March 19, 2008
The SeeMeGetRich.com Portfolio Page- Updated 4/13/08
Posted by Zachary at 3:23 PM
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3 Comments:
If you bought C at such a low and expect to hold and make a big gain, why didn't you purchase the stock in your Roth IRA account? Paying dividends along the way and then capital gains after you sell it doesn't seem like you are sticking to your own credo on top of your home page (seemegetrich.com).
Hi Anonymous,
First of all thank you for visiting SeeMeGetRich.com and for your comment. I had originally thought about doing just that and buying Citigroup inside my Roth IRA, but there seem to be two competing theories about whether individual stocks are appropriate for a Roth IRA.
This debate aside, the regular habit of saving and investing is the key message behind SeeMeGetRich.com. The habit is more important than which account type one chooses, as the end result will just be a question of exactly how rich one will become.
Also since my wife and I ultimately want to buy a house someday, I want a percentage of my portfolio to be liquid that we can use for a down payment. Thanks again for your comment, and please feel free to offer any additional thoughts you may have on this topic, as such discussion is of benefit to my readers.
All Best,
Zachary
Again why are you buying ETFs and not just index funds
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