Grand Total = $7482.84
Roth IRA:
EFA (Euro-Asia Index ETF): 13.4492 @ $76.48 = $1028.59
IWM (Russell 2000 Index ETF): 12.6549 @ $72.52 = $917.73
SPY (S&P 500 SPDR Index ETF): 5.4482 @ $141.51 = $770.97
Sharebuilder Money Market Fund = $0.88
Taxable Investment Account:
AAV (Advantage Energy Income Fund): 9.218 @ $11.69 = $107.76
C (Citigroup): 20.00 @ $26.39 = $527.80
University 403(b):
UC Pathway 2040 Mutual Fund: 157.849 @ $13.03 = $2056.32
University DCP:
UC Pathway 2040 Mutual Fund: 79.559 @ $13.03 = $1036.43
CalSTRS:
Cash Balance Program: $1036.36
Friday, May 2, 2008
Retirement Portfolio Update: 5-2-08
Posted by Zachary at 11:14 PM
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4 Comments:
I thought I would share this with other retirees or soon to be: I've been listening to a radio show (online as podcasts) called InvestTalk – which I like because it's given me an elevated sense of financial awareness as I head into retirement. It's good because it offers the education of a financial primer, but with up-to-date info based on how the current state of the market is affecting things. Do subscribe, or just listen to shows that seem worthwhile to you. http://investtalk.hitfastforward.com/?page_id=13
Hello? Is anyone out there? It's been over two months since the last post...
hello Mr. Fruhling, this is your childhood neighbor Miss Liz :) Glad i found your blog (I'm a blog junkie) I mentioned this blog to my mom, she's interested because she is now a financial counselor. She's help me understand the process of investing, retirement, etc. Wasn't sure if you're still doing this blog since it seems inactive, hope it isn't. talk to you soon. Cheers *raises glass of wine*
john says.....
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good.
WoW Gold
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